+411.6%
ROIV vs DKS
+21.0%
+390.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.3% | +6.2% |
| 7D | +5.3% | -2.1% | +7.4% | +5.8% |
| 30D | +11.9% | +7.3% | +4.5% | +10.1% |
| 3M | +10.7% | -28.4% | +39.1% | +17.3% |
| 6M | +34.9% | -36.9% | +71.8% | +47.0% |
| YTD | +79.2% | -27.3% | +106.5% | +87.0% |
| 1Y | +89.0% | -33.2% | +122.2% | +101.3% |
| 3Y | +337.3% | +32.2% | +305.2% | +251.7% |
| All | +411.6% | +21.0% | +390.6% | +297.0% |
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