+210.2%
ROIV vs DKS
-40.1%
+250.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.8% |
| 7D | +22.3% | -2.9% | +25.2% | +22.3% |
| 30D | +16.9% | -37.7% | +54.6% | +22.0% |
| 3M | +43.9% | -38.9% | +82.8% | +50.3% |
| 6M | +41.6% | -31.1% | +72.7% | +45.3% |
| YTD | +92.7% | -31.8% | +124.5% | +97.3% |
| 1Y | +210.2% | -38.0% | +248.2% | +221.8% |
| All | +210.2% | -40.1% | +250.3% | +221.8% |
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 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