+27.7%
DKS vs NIO
-62.3%
+90.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.9% |
| 7D | -0.4% | -6.7% | +6.2% | -0.1% |
| 30D | -36.6% | -20.0% | -16.6% | -36.0% |
| 3M | -37.6% | -30.5% | -7.2% | -36.6% |
| 6M | -32.1% | -20.7% | -11.4% | -32.0% |
| YTD | -32.3% | -25.7% | -6.6% | -32.0% |
| 1Y | -39.5% | -38.6% | -0.9% | -38.5% |
| 3Y | +27.7% | -62.3% | +89.9% | +28.5% |
| All | +27.7% | -62.3% | +90.0% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 3y: compounded portfolio wealth divided by compounded NIO 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…
3y analysis · Full analysis span regression · 6 months rolling