+31,416.6%
AVGO vs DKS
+840.0%
+30,576.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.7% | +0.3% |
| 7D | -3.0% | +3.0% | -6.0% | -3.8% |
| 30D | -14.4% | -30.5% | +16.1% | -7.1% |
| 3M | -14.4% | -35.7% | +21.3% | -5.4% |
| 6M | +13.1% | -29.7% | +42.8% | +21.4% |
| YTD | +3.8% | -28.9% | +32.6% | +10.7% |
| 1Y | +17.8% | -35.9% | +53.6% | +29.2% |
| 3Y | +325.3% | +28.2% | +297.1% | +277.0% |
| 5Y | +689.9% | +11.8% | +678.1% | +590.0% |
| 10Y | +2,597.0% | +211.6% | +2,385.4% | +1,457.8% |
| All | +31,416.6% | +840.0% | +30,576.6% | +11,507.7% |
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