+196.8%
DKS vs AEE
+191.1%
+5.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -33.4% | -2.9% | -30.5% | -32.7% |
| 3M | -39.4% | -2.4% | -37.0% | -38.9% |
| 6M | -30.1% | -2.7% | -27.4% | -29.6% |
| YTD | -31.0% | +7.3% | -38.2% | -32.7% |
| 1Y | -40.2% | +7.5% | -47.7% | -41.8% |
| 3Y | +30.9% | +46.2% | -15.3% | +13.6% |
| 5Y | +14.0% | +39.7% | -25.7% | -0.7% |
| All | +196.8% | +191.1% | +5.6% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling