+72.2%
DOCU vs DKS
+439.7%
-367.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.8% |
| 7D | +6.9% | +3.0% | +3.9% | +6.0% |
| 30D | +19.0% | -30.5% | +49.5% | +29.8% |
| 3M | +34.3% | -35.7% | +70.0% | +49.7% |
| 6M | +48.0% | -29.7% | +77.7% | +59.0% |
| YTD | 0.0% | -28.9% | +28.9% | +6.5% |
| 1Y | -10.3% | -35.9% | +25.6% | -2.0% |
| 3Y | +32.4% | +28.2% | +4.2% | +11.7% |
| 5Y | -77.9% | +11.8% | -89.8% | -81.7% |
| All | +72.2% | +439.7% | -367.5% | +5.2% |
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