-94.7%
OPEN vs DKS
+26.5%
-121.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -5.4% |
| 7D | -15.0% | +6.3% | -21.3% | -18.3% |
| 30D | -40.2% | +9.3% | -49.5% | -43.3% |
| 3M | -67.4% | -25.3% | -42.1% | -63.1% |
| 6M | -74.0% | -29.2% | -44.8% | -70.3% |
| YTD | -79.6% | -22.7% | -56.9% | -78.3% |
| 1Y | -86.1% | -30.1% | -56.0% | -84.2% |
| 3Y | -41.4% | +45.6% | -87.0% | -66.4% |
| All | -94.7% | +26.5% | -121.2% | -97.6% |
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