-18.8%
OPEN vs DKS
+28.7%
-47.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.3% | -0.4% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | -11.9% | -36.6% | +24.7% | +5.5% |
| 3M | -28.8% | -37.6% | +8.8% | -14.5% |
| 6M | -38.6% | -32.1% | -6.5% | -31.7% |
| YTD | -47.3% | -32.3% | -15.0% | -41.1% |
| 1Y | -49.2% | -39.5% | -9.7% | -39.5% |
| 3Y | -18.8% | +27.7% | -46.4% | -58.4% |
| All | -18.8% | +28.7% | -47.5% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling