-39.6%
DKS vs SOXQ
+98.3%
-137.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +2.1% |
| 7D | -2.0% | +0.8% | -2.8% | -2.2% |
| 30D | -32.7% | -4.6% | -28.2% | -32.2% |
| 3M | -38.8% | -10.2% | -28.6% | -38.2% |
| 6M | -29.4% | +49.7% | -79.1% | -41.7% |
| YTD | -30.3% | +67.2% | -97.6% | -45.5% |
| 1Y | -39.6% | +98.0% | -137.6% | -57.9% |
| All | -39.6% | +98.3% | -137.9% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling