-40.2%
DKS vs AEIS
+81.9%
-122.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.5% | +0.8% |
| 7D | -3.0% | +2.3% | -5.2% | -3.3% |
| 30D | -33.4% | -14.8% | -18.6% | -32.2% |
| 3M | -39.4% | -15.6% | -23.8% | -38.7% |
| 6M | -30.1% | -8.7% | -21.4% | -31.1% |
| YTD | -31.0% | +37.3% | -68.3% | -38.9% |
| 1Y | -40.2% | +80.3% | -120.5% | -53.7% |
| All | -40.2% | +81.9% | -122.1% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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