+881.5%
DKS vs POET
-20.5%
+902.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.3% |
| 7D | -3.0% | +0.4% | -3.3% | -3.0% |
| 30D | -33.4% | -10.4% | -23.0% | -33.2% |
| 3M | -39.4% | -29.3% | -10.0% | -39.0% |
| 6M | -30.1% | +6.9% | -37.0% | -31.8% |
| YTD | -31.0% | +25.6% | -56.6% | -33.2% |
| 1Y | -40.2% | +49.2% | -89.3% | -42.7% |
| 3Y | +30.9% | +128.4% | -97.5% | +20.3% |
| 5Y | +14.0% | -4.2% | +18.2% | +5.7% |
| 10Y | +202.1% | +30.3% | +171.7% | +169.8% |
| All | +881.5% | -20.5% | +902.0% | +865.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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