+12.6%
DKS vs AEIS
+233.3%
-220.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +1.1% |
| 7D | -2.9% | +6.5% | -9.4% | -5.0% |
| 30D | -37.7% | -9.2% | -28.5% | -36.1% |
| 3M | -38.9% | -8.3% | -30.6% | -39.8% |
| 6M | -31.1% | -6.3% | -24.8% | -33.9% |
| YTD | -31.8% | +36.5% | -68.3% | -45.4% |
| 1Y | -38.0% | +84.8% | -122.8% | -57.5% |
| 3Y | +28.6% | +176.6% | -148.0% | -30.9% |
| All | +12.6% | +233.3% | -220.7% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling