-23.8%
SPOT vs DKS
-39.2%
+15.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.8% |
| 7D | -3.1% | -3.0% | -0.1% | -3.2% |
| 30D | +7.4% | -33.4% | +40.8% | +6.4% |
| 3M | +8.2% | -39.4% | +47.5% | +7.0% |
| 6M | +2.2% | -30.1% | +32.3% | +3.0% |
| YTD | -9.5% | -31.0% | +21.5% | -9.3% |
| 1Y | -23.8% | -40.2% | +16.3% | -24.9% |
| All | -23.8% | -39.2% | +15.3% | -24.9% |
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 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