+167.1%
RTX vs DKS
+9.4%
+157.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.5% |
| 7D | -3.1% | -0.4% | -2.7% | -3.1% |
| 30D | -10.6% | -36.6% | +26.1% | -7.0% |
| 3M | +11.6% | -37.6% | +49.3% | +16.1% |
| 6M | -4.5% | -32.1% | +27.6% | -1.7% |
| YTD | +9.6% | -32.3% | +41.9% | +12.7% |
| 1Y | +30.8% | -39.5% | +70.3% | +35.9% |
| 3Y | +152.8% | +27.7% | +125.2% | +133.7% |
| 5Y | +167.1% | +15.0% | +152.1% | +144.0% |
| All | +167.1% | +9.4% | +157.7% | +144.0% |
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