+95.3%
DOCU vs DKS
+31.3%
+64.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | -1.1% |
| 7D | -3.2% | -0.7% | -2.6% | -3.1% |
| 30D | +15.7% | +4.6% | +11.1% | +14.4% |
| 3M | +37.3% | -28.9% | +66.2% | +45.8% |
| 6M | +63.1% | -33.5% | +96.7% | +75.0% |
| YTD | +15.4% | -27.2% | +42.6% | +19.7% |
| 1Y | +11.3% | -33.8% | +45.1% | +18.5% |
| All | +95.3% | +31.3% | +64.0% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling