+2,342.5%
SWKS vs DKS
+6,654.9%
-4,312.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +3.6% |
| 7D | +10.9% | +3.3% | +7.6% | +9.5% |
| 30D | +17.6% | +5.9% | +11.7% | +14.6% |
| 3M | +29.2% | -27.4% | +56.6% | +39.7% |
| 6M | +37.0% | -32.6% | +69.6% | +51.6% |
| YTD | +44.9% | -24.8% | +69.8% | +53.3% |
| 1Y | +33.8% | -32.8% | +66.7% | +47.1% |
| 3Y | +10.2% | +39.1% | -28.8% | -9.9% |
| 5Y | -37.0% | +25.0% | -62.0% | -49.3% |
| 10Y | +50.0% | +226.2% | -176.2% | -28.9% |
| All | +2,342.5% | +6,654.9% | -4,312.4% | +280.1% |
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