+4,344.1%
SMCI vs DKS
+535.5%
+3,808.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.1% | -3.6% |
| 7D | +5.2% | -2.9% | +8.1% | +6.2% |
| 30D | +23.7% | -37.7% | +61.5% | +41.2% |
| 3M | -4.2% | -38.9% | +34.7% | +10.2% |
| 6M | +21.7% | -31.1% | +52.8% | +34.3% |
| YTD | +33.0% | -31.8% | +64.8% | +47.5% |
| 1Y | -9.3% | -38.0% | +28.8% | +3.9% |
| 3Y | +38.7% | +28.6% | +10.1% | +22.0% |
| 5Y | +967.2% | +12.5% | +954.6% | +830.2% |
| 10Y | +1,745.9% | +198.3% | +1,547.6% | +904.5% |
| All | +4,344.1% | +535.5% | +3,808.6% | +1,486.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling