+236.0%
DKS vs RACE
+738.3%
-502.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.6% |
| 7D | +3.8% | +3.9% | -0.1% | +2.2% |
| 30D | +8.1% | +7.4% | +0.6% | +5.0% |
| 3M | -28.6% | +1.6% | -30.2% | -29.1% |
| 6M | -33.6% | +23.3% | -56.9% | -39.5% |
| YTD | -23.8% | +14.7% | -38.4% | -28.9% |
| 1Y | -30.7% | +2.5% | -33.3% | -32.3% |
| 3Y | +41.5% | +28.0% | +13.5% | +20.4% |
| 5Y | +23.0% | +69.8% | -46.8% | -10.7% |
| 10Y | +236.0% | +734.9% | -498.9% | +76.0% |
| All | +236.0% | +738.3% | -502.3% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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