+930.3%
ATI vs DKS
+226.4%
+703.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.8% | -6.5% | -4.6% |
| 7D | +4.2% | +6.3% | -2.2% | +2.0% |
| 30D | -2.5% | +9.3% | -11.8% | -5.9% |
| 3M | -19.4% | -25.3% | +5.9% | -14.2% |
| 6M | +11.1% | -29.2% | +40.3% | +19.5% |
| YTD | +59.5% | -22.7% | +82.3% | +65.7% |
| 1Y | +85.8% | -30.1% | +115.9% | +99.2% |
| 3Y | +311.9% | +45.6% | +266.3% | +222.0% |
| 5Y | +963.2% | +28.5% | +934.8% | +706.7% |
| All | +930.3% | +226.4% | +703.9% | +337.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling