+2,403.8%
DKS vs AGI
+5,453.2%
-3,049.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.7% |
| 7D | -2.9% | +2.2% | -5.1% | -3.0% |
| 30D | -37.7% | +11.3% | -49.0% | -37.9% |
| 3M | -38.9% | +5.6% | -44.6% | -39.1% |
| 6M | -31.1% | -27.7% | -3.4% | -30.7% |
| YTD | -31.8% | -4.1% | -27.7% | -31.9% |
| 1Y | -38.0% | +13.8% | -51.8% | -38.5% |
| 3Y | +28.6% | +217.0% | -188.4% | +24.1% |
| 5Y | +12.5% | +404.3% | -391.8% | +7.1% |
| 10Y | +198.3% | +400.5% | -202.2% | +181.3% |
| All | +2,403.8% | +5,453.2% | -3,049.4% | +2,385.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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