-22.2%
DKNG vs IVZ
+134.7%
-156.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.9% |
| 7D | +3.0% | -2.4% | +5.4% | +4.0% |
| 30D | -3.0% | +3.0% | -6.0% | -4.3% |
| 3M | -17.6% | +14.9% | -32.5% | -22.8% |
| 6M | -3.2% | +36.7% | -40.0% | -17.0% |
| YTD | -28.2% | +25.7% | -53.9% | -36.2% |
| 1Y | -46.1% | +47.7% | -93.8% | -55.7% |
| 3Y | -22.2% | +138.8% | -161.0% | -54.2% |
| All | -22.2% | +134.7% | -156.9% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling