+170.6%
DKI vs SPY
+12.1%
+158.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.9% | -4.2% |
| 7D | -12.9% | +2.6% | -15.5% | -30.9% |
| 30D | -62.4% | -2.0% | -60.4% | -53.2% |
| 3M | -99.4% | -2.8% | -96.6% | -99.2% |
| 6M | -99.6% | +2.1% | -101.7% | -99.7% |
| YTD | +305.1% | +11.5% | +293.6% | -53.7% |
| 1Y | +170.6% | +13.5% | +157.2% | -69.9% |
| All | +170.6% | +12.1% | +158.6% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling