+273.7%
RMD vs DKS
+199.2%
+74.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -4.2% | -4.7% | +0.6% | -3.5% |
| 30D | -2.1% | -35.1% | +33.0% | +3.0% |
| 3M | +13.8% | -37.7% | +51.5% | +20.3% |
| 6M | -10.6% | -30.7% | +20.1% | -7.2% |
| YTD | -8.1% | -31.9% | +23.8% | -4.4% |
| 1Y | -18.0% | -40.0% | +22.0% | -13.3% |
| 3Y | +52.9% | +28.4% | +24.5% | +42.7% |
| 5Y | -22.3% | +12.4% | -34.7% | -28.3% |
| All | +273.7% | +199.2% | +74.5% | +178.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling