+196.8%
DKS vs BIDU
-48.7%
+245.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | -3.0% | -8.1% | +5.2% | -1.5% |
| 30D | -33.4% | -12.8% | -20.6% | -31.9% |
| 3M | -39.4% | -21.3% | -18.1% | -37.1% |
| 6M | -30.1% | -27.0% | -3.1% | -27.0% |
| YTD | -31.0% | -30.0% | -0.9% | -27.7% |
| 1Y | -40.2% | -18.3% | -21.9% | -39.8% |
| 3Y | +30.9% | -33.8% | +64.8% | +33.6% |
| 5Y | +14.0% | -44.3% | +58.3% | +14.3% |
| All | +196.8% | -48.7% | +245.5% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling