+56.2%
RIG vs DKS
+13.6%
+42.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.2% | -2.1% |
| 7D | -3.1% | -3.0% | -0.1% | -2.4% |
| 30D | -0.5% | -33.4% | +32.8% | +7.7% |
| 3M | -6.0% | -39.4% | +33.4% | +3.9% |
| 6M | -10.1% | -30.1% | +20.0% | -5.4% |
| YTD | +37.3% | -31.0% | +68.2% | +44.7% |
| 1Y | +73.9% | -40.2% | +114.1% | +90.5% |
| 3Y | -30.2% | +30.9% | -61.1% | -37.0% |
| All | +56.2% | +13.6% | +42.6% | +38.8% |
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