+1,770.3%
SMCI vs DKS
+206.3%
+1,564.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +6.5% |
| 7D | +1.3% | -2.0% | +3.3% | +1.9% |
| 30D | +6.6% | -32.7% | +39.4% | +17.7% |
| 3M | +25.4% | -38.8% | +64.2% | +42.5% |
| 6M | +26.1% | -29.4% | +55.6% | +37.4% |
| YTD | +37.0% | -30.3% | +67.3% | +50.0% |
| 1Y | -8.8% | -39.6% | +30.8% | +4.6% |
| 3Y | +44.6% | +32.2% | +12.4% | +30.3% |
| 5Y | +995.9% | +15.1% | +980.8% | +876.8% |
| All | +1,770.3% | +206.3% | +1,564.0% | +1,041.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling