+23.0%
DKS vs AVAV
+34.3%
-11.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +12.6% | -7.7% | +3.0% |
| 7D | +3.8% | +3.2% | +0.7% | +3.0% |
| 30D | +8.1% | -7.4% | +15.5% | +8.9% |
| 3M | -28.6% | -32.0% | +3.4% | -24.7% |
| 6M | -33.6% | -24.6% | -9.0% | -32.1% |
| YTD | -23.8% | -47.5% | +23.7% | -19.0% |
| 1Y | -30.7% | -61.5% | +30.7% | -22.6% |
| 3Y | +41.5% | +5.5% | +36.0% | +25.2% |
| 5Y | +23.0% | +35.7% | -12.7% | -6.9% |
| All | +23.0% | +34.3% | -11.2% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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