+29.8%
DKS vs SWK
-25.5%
+55.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.3% |
| 7D | +9.4% | +11.3% | -1.9% | +3.6% |
| 30D | +9.8% | +31.5% | -21.7% | -4.4% |
| 3M | -29.3% | +14.4% | -43.7% | -34.0% |
| 6M | -32.6% | +46.4% | -79.0% | -44.7% |
| YTD | -22.6% | +61.6% | -84.2% | -40.3% |
| 1Y | -29.8% | +78.7% | -108.6% | -48.7% |
| 3Y | +43.2% | +54.4% | -11.2% | +8.5% |
| 5Y | +29.8% | -25.3% | +55.1% | +28.6% |
| All | +29.8% | -25.5% | +55.3% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 5y: compounded portfolio wealth divided by compounded SWK 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…
5y analysis · Full analysis span regression · 6 months rolling