+5,598.2%
DKS vs TROW
+1,466.1%
+4,132.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +1.6% |
| 7D | -2.9% | -1.5% | -1.4% | -2.1% |
| 30D | -37.7% | -5.3% | -32.4% | -35.9% |
| 3M | -38.9% | +2.9% | -41.9% | -40.3% |
| 6M | -31.1% | +22.2% | -53.3% | -38.9% |
| YTD | -31.8% | +8.1% | -39.9% | -35.6% |
| 1Y | -38.0% | +5.8% | -43.9% | -40.7% |
| 3Y | +28.6% | +14.0% | +14.6% | +17.5% |
| 5Y | +12.5% | -38.3% | +50.8% | +39.5% |
| 10Y | +198.3% | +131.7% | +66.7% | +71.1% |
| All | +5,598.2% | +1,466.1% | +4,132.1% | +994.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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