+92.1%
ROIV vs DKS
-31.4%
+123.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.3% | +4.3% |
| 7D | +13.3% | +3.8% | +9.5% | +13.1% |
| 30D | +14.8% | +8.1% | +6.7% | +14.4% |
| 3M | +11.9% | -28.6% | +40.5% | +15.7% |
| 6M | +42.4% | -33.6% | +76.0% | +47.5% |
| YTD | +87.4% | -23.8% | +111.2% | +90.6% |
| All | +92.1% | -31.4% | +123.5% | +97.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling