+13.7%
DOCU vs DKS
-29.5%
+43.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.7% | -7.5% | -0.2% |
| 7D | -3.7% | +8.4% | -12.1% | -4.1% |
| 30D | +15.0% | +7.7% | +7.3% | +14.5% |
| 3M | +39.9% | -25.8% | +65.7% | +41.9% |
| 6M | +66.2% | -31.0% | +97.2% | +68.3% |
| YTD | +17.7% | -23.8% | +41.5% | +18.1% |
| 1Y | +13.7% | -29.8% | +43.5% | +13.8% |
| All | +13.7% | -29.5% | +43.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling