+695.6%
AVGO vs DKS
+12.8%
+682.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +1.0% | -4.7% | +5.8% | +2.4% |
| 30D | -13.3% | -35.1% | +21.8% | -3.2% |
| 3M | -2.9% | -37.7% | +34.8% | +9.1% |
| 6M | +5.7% | -30.7% | +36.5% | +14.1% |
| YTD | +4.6% | -31.9% | +36.6% | +13.3% |
| 1Y | -1.6% | -40.0% | +38.4% | +10.7% |
| 3Y | +336.2% | +28.4% | +307.8% | +287.4% |
| 5Y | +695.6% | +12.4% | +683.2% | +564.6% |
| All | +695.6% | +12.8% | +682.8% | +564.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling