+1,908.1%
SWKS vs DKS
+6,292.4%
-4,384.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.7% |
| 7D | +12.5% | +3.0% | +9.5% | +11.4% |
| 30D | +10.5% | -30.5% | +41.0% | +22.5% |
| 3M | -7.4% | -35.7% | +28.3% | +5.3% |
| 6M | +32.7% | -29.7% | +62.4% | +45.3% |
| YTD | +19.2% | -28.9% | +48.0% | +29.8% |
| 1Y | +2.4% | -35.9% | +38.3% | +15.3% |
| 3Y | -25.6% | +28.2% | -53.8% | -37.0% |
| 5Y | -53.4% | +11.8% | -65.2% | -60.9% |
| 10Y | +23.2% | +211.6% | -188.4% | -40.2% |
| All | +1,908.1% | +6,292.4% | -4,384.3% | +221.9% |
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 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