+68.3%
HAL vs DKS
-32.3%
+100.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.5% |
| 7D | +2.9% | +3.0% | -0.1% | +2.6% |
| 30D | +17.0% | -30.5% | +47.6% | +20.6% |
| 3M | -9.7% | -35.7% | +26.0% | -6.3% |
| 6M | +8.6% | -29.7% | +38.3% | +9.0% |
| YTD | +33.0% | -28.9% | +61.8% | +32.2% |
| 1Y | +68.3% | -35.9% | +104.2% | +74.0% |
| All | +68.3% | -32.3% | +100.6% | +74.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling