+3,453.5%
ATI vs DKS
+6,842.3%
-3,388.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.8% | -6.5% | -4.9% |
| 7D | +4.2% | +6.3% | -2.2% | +1.3% |
| 30D | -2.5% | +9.3% | -11.8% | -7.0% |
| 3M | -19.4% | -25.3% | +5.9% | -13.0% |
| 6M | +11.1% | -29.2% | +40.3% | +21.6% |
| YTD | +59.5% | -22.7% | +82.3% | +66.7% |
| 1Y | +85.8% | -30.1% | +115.9% | +102.2% |
| 3Y | +311.9% | +45.6% | +266.3% | +197.4% |
| 5Y | +963.2% | +28.5% | +934.8% | +631.7% |
| 10Y | +977.6% | +235.2% | +742.4% | +278.8% |
| All | +3,453.5% | +6,842.3% | -3,388.8% | +277.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling