+1,086.7%
FLEX vs DKS
+197.0%
+889.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.2% | -1.7% |
| 7D | +6.4% | -2.9% | +9.2% | +7.2% |
| 30D | -5.9% | -37.7% | +31.8% | +6.4% |
| 3M | -23.5% | -38.9% | +15.5% | -13.5% |
| 6M | +83.7% | -31.1% | +114.8% | +99.9% |
| YTD | +86.5% | -31.8% | +118.3% | +102.8% |
| 1Y | +100.5% | -38.0% | +138.5% | +123.9% |
| 3Y | +469.8% | +28.6% | +441.2% | +388.8% |
| 5Y | +725.7% | +12.5% | +713.1% | +593.5% |
| 10Y | +1,086.7% | +198.3% | +888.4% | +462.9% |
| All | +1,086.7% | +197.0% | +889.7% | +462.9% |
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