+6,369.9%
DKS vs GEN
+837.1%
+5,532.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +9.4% | +1.0% | +8.4% | +9.2% |
| 30D | +9.8% | +29.1% | -19.3% | +1.9% |
| 3M | -29.3% | +2.9% | -32.2% | -30.6% |
| 6M | -32.6% | +33.6% | -66.2% | -39.1% |
| YTD | -22.6% | +12.0% | -34.6% | -27.0% |
| 1Y | -29.8% | +16.2% | -46.0% | -34.5% |
| 3Y | +43.2% | +65.1% | -21.9% | +19.0% |
| 5Y | +29.8% | +33.3% | -3.5% | +12.7% |
| 10Y | +236.7% | +149.7% | +87.0% | +120.9% |
| All | +6,369.9% | +837.1% | +5,532.8% | +2,582.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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