+5,555.9%
DKS vs AEE
+605.8%
+4,950.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.8% | -5.3% |
| 7D | -0.4% | +1.3% | -1.8% | -1.0% |
| 30D | -36.6% | -1.2% | -35.4% | -36.3% |
| 3M | -37.6% | +1.0% | -38.6% | -37.9% |
| 6M | -32.1% | -2.3% | -29.8% | -31.6% |
| YTD | -32.3% | +9.1% | -41.5% | -35.1% |
| 1Y | -39.5% | +10.6% | -50.0% | -42.4% |
| 3Y | +27.7% | +48.5% | -20.8% | +4.8% |
| 5Y | +15.0% | +39.9% | -24.8% | -4.7% |
| 10Y | +192.6% | +185.7% | +6.9% | +64.6% |
| All | +5,555.9% | +605.8% | +4,950.0% | +2,082.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling