-8.8%
SMCI vs DKS
-38.6%
+29.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +6.7% |
| 7D | +1.3% | -2.0% | +3.3% | +1.8% |
| 30D | +6.6% | -32.7% | +39.4% | +21.6% |
| 3M | +25.4% | -38.8% | +64.2% | +52.3% |
| 6M | +26.1% | -29.4% | +55.6% | +39.2% |
| YTD | +37.0% | -30.3% | +67.3% | +53.6% |
| 1Y | -8.8% | -39.6% | +30.8% | +10.4% |
| All | -8.8% | -38.6% | +29.8% | +10.4% |
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 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