+969.7%
BNY vs DKS
+6,103.2%
-5,133.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | -1.3% | -3.0% | +1.6% | -0.5% |
| 30D | -0.2% | -33.4% | +33.2% | +9.9% |
| 3M | +14.9% | -39.4% | +54.3% | +29.6% |
| 6M | +40.0% | -30.1% | +70.1% | +50.3% |
| YTD | +42.0% | -31.0% | +72.9% | +52.5% |
| 1Y | +56.9% | -40.2% | +97.0% | +74.9% |
| 3Y | +289.9% | +30.9% | +258.9% | +220.8% |
| 5Y | +259.2% | +14.0% | +245.2% | +188.5% |
| 10Y | +413.3% | +202.1% | +211.2% | +150.0% |
| All | +969.7% | +6,103.2% | -5,133.5% | +101.0% |
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