+5,993.3%
FIX vs DKS
+196.9%
+5,796.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.2% | +3.7% |
| 7D | +6.1% | -0.4% | +6.5% | +6.1% |
| 30D | -2.7% | -36.6% | +33.9% | +8.6% |
| 3M | -10.9% | -37.6% | +26.7% | -0.7% |
| 6M | +29.0% | -32.1% | +61.1% | +39.7% |
| YTD | +76.9% | -32.3% | +109.2% | +91.2% |
| 1Y | +130.7% | -39.5% | +170.2% | +156.9% |
| 3Y | +790.7% | +27.7% | +763.0% | +686.7% |
| 5Y | +2,185.6% | +15.0% | +2,170.5% | +1,865.1% |
| 10Y | +5,993.3% | +192.6% | +5,800.7% | +3,477.6% |
| All | +5,993.3% | +196.9% | +5,796.4% | +3,477.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling