+638.8%
HAL vs DKS
+6,292.4%
-5,653.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.5% |
| 7D | +2.9% | +3.0% | -0.1% | +2.1% |
| 30D | +17.0% | -30.5% | +47.6% | +27.0% |
| 3M | -9.7% | -35.7% | +26.0% | -0.2% |
| 6M | +8.6% | -29.7% | +38.3% | +16.0% |
| YTD | +33.0% | -28.9% | +61.8% | +41.3% |
| 1Y | +68.3% | -35.9% | +104.2% | +83.6% |
| 3Y | +0.1% | +28.2% | -28.0% | -14.1% |
| 5Y | +102.6% | +11.8% | +90.8% | +69.6% |
| 10Y | +3.8% | +211.6% | -207.8% | -43.8% |
| All | +638.8% | +6,292.4% | -5,653.6% | +145.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling