+3,595.6%
DLR vs DKS
+981.9%
+2,613.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.4% |
| 7D | +1.6% | +3.0% | -1.4% | +0.8% |
| 30D | -3.4% | -30.5% | +27.2% | +3.5% |
| 3M | +0.5% | -35.7% | +36.2% | +9.6% |
| 6M | +4.6% | -29.7% | +34.2% | +11.1% |
| YTD | +23.4% | -28.9% | +52.3% | +30.4% |
| 1Y | +19.0% | -35.9% | +54.9% | +28.6% |
| 3Y | +56.5% | +28.2% | +28.4% | +35.4% |
| 5Y | +33.3% | +11.8% | +21.5% | +12.5% |
| 10Y | +165.1% | +211.6% | -46.5% | +40.6% |
| All | +3,595.6% | +981.9% | +2,613.7% | +787.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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