+198.3%
DKS vs RY
+372.5%
-174.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.6% |
| 7D | -2.9% | -0.5% | -2.4% | -2.5% |
| 30D | -37.7% | -1.9% | -35.8% | -37.1% |
| 3M | -38.9% | +5.1% | -44.1% | -42.0% |
| 6M | -31.1% | +28.2% | -59.3% | -44.5% |
| YTD | -31.8% | +22.9% | -54.7% | -43.2% |
| 1Y | -38.0% | +45.5% | -83.5% | -55.3% |
| 3Y | +28.6% | +156.7% | -128.1% | -44.0% |
| 5Y | +12.5% | +137.7% | -125.2% | -47.9% |
| 10Y | +198.3% | +375.5% | -177.2% | -23.1% |
| All | +198.3% | +372.5% | -174.2% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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