-59.6%
AVTR vs DKS
+26.5%
-86.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.1% |
| 7D | +0.5% | +6.3% | -5.9% | -0.9% |
| 30D | -1.0% | +9.3% | -10.3% | -3.1% |
| 3M | +12.2% | -25.3% | +37.5% | +17.7% |
| 6M | +97.5% | -29.2% | +126.7% | +108.9% |
| YTD | +35.6% | -22.7% | +58.3% | +40.0% |
| 1Y | +32.8% | -30.1% | +62.9% | +40.4% |
| 3Y | -16.5% | +45.6% | -62.1% | -25.1% |
| All | -59.6% | +26.5% | -86.1% | -65.1% |
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 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