+588.9%
RVMD vs DKS
+13.6%
+575.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | -3.0% | -3.0% | 0.0% | -2.2% |
| 30D | -0.7% | -33.4% | +32.6% | +8.3% |
| 3M | +36.5% | -39.4% | +75.9% | +52.5% |
| 6M | +104.6% | -30.1% | +134.7% | +117.6% |
| YTD | +155.8% | -31.0% | +186.8% | +172.0% |
| 1Y | +340.7% | -40.2% | +380.8% | +386.5% |
| 3Y | +519.9% | +30.9% | +489.0% | +383.9% |
| All | +588.9% | +13.6% | +575.2% | +400.4% |
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