-2.7%
SMCI vs DKS
-32.3%
+29.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +5.0% | +4.7% |
| 7D | +6.8% | +3.0% | +3.8% | +6.0% |
| 30D | +30.6% | -30.5% | +61.1% | +46.2% |
| 3M | -15.6% | -35.7% | +20.1% | 0.0% |
| 6M | +21.3% | -29.7% | +50.9% | +35.2% |
| YTD | +35.3% | -28.9% | +64.1% | +50.9% |
| 1Y | -2.7% | -35.9% | +33.1% | +14.6% |
| All | -2.7% | -32.3% | +29.6% | +14.6% |
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