+484.1%
FLEX vs DKS
+27.3%
+456.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.9% | +7.1% | +10.7% |
| 7D | -7.2% | +3.8% | -11.0% | -8.2% |
| 30D | -34.8% | +8.1% | -42.8% | -36.6% |
| 3M | -35.6% | -28.6% | -7.0% | -30.8% |
| 6M | -45.0% | -33.6% | -11.4% | -40.0% |
| YTD | +29.4% | -23.8% | +53.2% | +34.7% |
| 1Y | +24.8% | -30.7% | +55.5% | +33.7% |
| 3Y | +304.4% | +41.5% | +262.9% | +240.4% |
| 5Y | +484.1% | +23.0% | +461.0% | +338.9% |
| All | +484.1% | +27.3% | +456.8% | +338.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling