+5,984.7%
DKS vs SWK
+611.2%
+5,373.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.9% | -3.0% |
| 7D | -0.7% | +11.3% | -11.9% | -6.7% |
| 30D | +4.6% | +28.1% | -23.5% | -9.3% |
| 3M | -28.9% | +12.6% | -41.5% | -33.7% |
| 6M | -33.5% | +51.7% | -85.3% | -48.1% |
| YTD | -27.2% | +60.0% | -87.2% | -45.6% |
| 1Y | -33.8% | +72.7% | -106.5% | -52.8% |
| 3Y | +31.5% | +46.3% | -14.8% | -0.9% |
| 5Y | +22.5% | -24.6% | +47.1% | +28.9% |
| 10Y | +231.0% | +32.2% | +198.8% | +132.0% |
| All | +5,984.7% | +611.2% | +5,373.5% | +1,469.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling