+101.7%
DOCU vs DKS
+470.3%
-368.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.7% |
| 7D | +1.6% | +3.3% | -1.7% | +0.6% |
| 30D | +10.8% | +5.9% | +4.9% | +8.7% |
| 3M | +38.0% | -27.4% | +65.4% | +47.6% |
| 6M | +77.4% | -32.6% | +110.0% | +92.9% |
| YTD | +17.2% | -24.8% | +42.0% | +21.9% |
| 1Y | +15.6% | -32.8% | +48.4% | +24.3% |
| 3Y | +95.6% | +39.1% | +56.5% | +60.1% |
| 5Y | -69.7% | +25.0% | -94.7% | -75.7% |
| All | +101.7% | +470.3% | -368.6% | +20.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling