+20.1%
SWKS vs DKS
-33.9%
+54.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -6.2% | -2.1% | -4.1% | -5.8% |
| 30D | -1.5% | +7.3% | -8.8% | -3.0% |
| 3M | +23.0% | -28.4% | +51.4% | +31.6% |
| 6M | +27.6% | -36.9% | +64.5% | +42.8% |
| YTD | +32.3% | -27.3% | +59.6% | +39.8% |
| 1Y | +20.1% | -33.2% | +53.4% | +29.9% |
| All | +20.1% | -33.9% | +54.0% | +29.9% |
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