+231.4%
DKS vs FIVN
+292.8%
-61.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.1% | +1.3% | -4.0% |
| 7D | -0.4% | -8.2% | +7.8% | +0.8% |
| 30D | -36.6% | -8.1% | -28.5% | -35.9% |
| 3M | -37.6% | +34.9% | -72.5% | -40.5% |
| 6M | -32.1% | +72.6% | -104.7% | -38.3% |
| YTD | -32.3% | +55.8% | -88.1% | -38.0% |
| 1Y | -39.5% | +17.1% | -56.6% | -42.3% |
| 3Y | +27.7% | -54.3% | +82.0% | +34.4% |
| 5Y | +15.0% | -81.6% | +96.6% | +28.5% |
| 10Y | +192.6% | +109.2% | +83.4% | +192.1% |
| All | +231.4% | +292.8% | -61.5% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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