+30.9%
DKS vs SOXQ
+232.9%
-202.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.8% |
| 7D | -3.0% | +0.8% | -3.7% | -3.3% |
| 30D | -33.4% | -4.6% | -28.8% | -32.5% |
| 3M | -39.4% | -10.2% | -29.2% | -38.4% |
| 6M | -30.1% | +49.7% | -79.8% | -44.6% |
| YTD | -31.0% | +67.2% | -98.2% | -48.4% |
| 1Y | -40.2% | +98.0% | -138.2% | -59.1% |
| 3Y | +30.9% | +237.2% | -206.2% | -31.4% |
| All | +30.9% | +232.9% | -202.0% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling