+547.9%
FAST vs DKS
+244.9%
+303.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.9% | -1.9% | +2.1% |
| 7D | +3.8% | +3.8% | 0.0% | +3.1% |
| 30D | +8.1% | +8.1% | 0.0% | +6.4% |
| 3M | +5.8% | -28.6% | +34.4% | +10.7% |
| 6M | +24.9% | -33.6% | +58.5% | +32.1% |
| YTD | +38.9% | -23.8% | +62.7% | +43.1% |
| 1Y | +36.5% | -30.7% | +67.2% | +42.9% |
| 3Y | +98.1% | +41.5% | +56.6% | +76.3% |
| 5Y | +109.3% | +23.0% | +86.3% | +83.9% |
| 10Y | +547.9% | +236.0% | +311.9% | +323.5% |
| All | +547.9% | +244.9% | +303.0% | +323.5% |
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