+30,305.6%
STRL vs DKS
+6,292.4%
+24,013.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +5.9% |
| 7D | +3.4% | +3.0% | +0.4% | +2.4% |
| 30D | -9.2% | -30.5% | +21.3% | -0.7% |
| 3M | -51.0% | -35.7% | -15.4% | -45.4% |
| 6M | +15.8% | -29.7% | +45.5% | +25.5% |
| YTD | +58.9% | -28.9% | +87.7% | +71.1% |
| 1Y | +68.5% | -35.9% | +104.4% | +86.8% |
| 3Y | +485.2% | +28.2% | +457.1% | +410.3% |
| 5Y | +2,005.1% | +11.8% | +1,993.3% | +1,708.3% |
| 10Y | +7,118.0% | +211.6% | +6,906.3% | +3,906.5% |
| All | +30,305.6% | +6,292.4% | +24,013.2% | +6,351.2% |
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