+387.7%
DKS vs BBIO
+136.7%
+251.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -3.0% | -3.2% | +0.2% | -2.6% |
| 30D | -33.4% | -13.6% | -19.8% | -32.3% |
| 3M | -39.4% | +7.2% | -46.6% | -40.0% |
| 6M | -30.1% | +1.5% | -31.6% | -30.5% |
| YTD | -31.0% | -5.3% | -25.7% | -31.1% |
| 1Y | -40.2% | +37.7% | -77.9% | -43.0% |
| 3Y | +30.9% | +153.9% | -123.0% | +13.1% |
| 5Y | +14.0% | +43.9% | -29.8% | -13.1% |
| All | +387.7% | +136.7% | +251.1% | +202.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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