+29.3%
V vs DKS
-29.5%
+58.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.7% | -3.9% | +3.6% |
| 7D | +9.0% | +8.4% | +0.5% | +8.7% |
| 30D | +18.1% | +7.7% | +10.4% | +17.8% |
| 3M | +18.3% | -25.8% | +44.1% | +18.5% |
| 6M | +34.1% | -31.0% | +65.1% | +34.6% |
| YTD | +25.2% | -23.8% | +49.0% | +23.8% |
| 1Y | +29.3% | -29.8% | +59.1% | +28.8% |
| All | +29.3% | -29.5% | +58.8% | +28.8% |
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