+236.7%
DKS vs RY
+354.4%
-117.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.0% |
| 7D | +9.4% | -0.6% | +10.0% | +10.2% |
| 30D | +9.8% | +6.1% | +3.6% | +4.7% |
| 3M | -29.3% | -3.4% | -25.9% | -27.6% |
| 6M | -32.6% | +12.8% | -45.4% | -39.6% |
| YTD | -22.6% | +21.0% | -43.6% | -34.7% |
| 1Y | -29.8% | +40.5% | -70.3% | -47.8% |
| 3Y | +43.2% | +159.9% | -116.7% | -38.4% |
| 5Y | +29.8% | +125.0% | -95.2% | -36.9% |
| 10Y | +236.7% | +350.6% | -113.9% | -8.3% |
| All | +236.7% | +354.4% | -117.7% | -8.3% |
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