-39.5%
DKS vs BAM
-12.8%
-26.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.4% | -1.5% | -3.7% |
| 7D | -0.4% | -1.6% | +1.2% | +0.2% |
| 30D | -36.6% | -6.0% | -30.6% | -35.4% |
| 3M | -37.6% | +7.3% | -45.0% | -39.5% |
| 6M | -32.1% | +8.2% | -40.3% | -34.6% |
| YTD | -32.3% | -3.8% | -28.5% | -31.7% |
| 1Y | -39.5% | -10.7% | -28.8% | -36.3% |
| All | -39.5% | -12.8% | -26.7% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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