+32.4%
SWKS vs DKS
+244.9%
-212.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | -0.6% |
| 7D | -2.7% | +3.8% | -6.6% | -4.0% |
| 30D | +8.5% | +8.1% | +0.4% | +5.8% |
| 3M | +17.3% | -28.6% | +45.9% | +25.8% |
| 6M | +25.1% | -33.6% | +58.7% | +36.8% |
| YTD | +33.3% | -23.8% | +57.1% | +39.4% |
| 1Y | +22.9% | -30.7% | +53.6% | +32.0% |
| 3Y | +5.5% | +41.5% | -36.0% | -9.0% |
| 5Y | -41.9% | +23.0% | -64.9% | -50.4% |
| 10Y | +32.4% | +236.0% | -203.6% | -26.0% |
| All | +32.4% | +244.9% | -212.5% | -26.0% |
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