+3,626.6%
JPM vs DKS
+5,981.0%
-2,354.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.4% | +0.2% |
| 7D | -0.4% | -0.4% | 0.0% | -0.3% |
| 30D | -1.1% | -36.6% | +35.5% | +11.8% |
| 3M | +14.1% | -37.6% | +51.8% | +29.2% |
| 6M | +23.3% | -32.1% | +55.4% | +34.9% |
| YTD | +11.3% | -32.3% | +43.6% | +21.6% |
| 1Y | +23.0% | -39.5% | +62.5% | +38.6% |
| 3Y | +162.6% | +27.7% | +134.9% | +114.9% |
| 5Y | +152.8% | +15.0% | +137.7% | +97.3% |
| 10Y | +583.6% | +192.6% | +391.0% | +210.2% |
| All | +3,626.6% | +5,981.0% | -2,354.3% | +587.3% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling