+9.5%
V vs DKS
-38.2%
+47.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -3.0% | -4.7% | +1.7% | -3.0% |
| 30D | +1.2% | -35.1% | +36.3% | +1.7% |
| 3M | +13.9% | -37.7% | +51.6% | +14.8% |
| 6M | +17.2% | -30.7% | +48.0% | +16.8% |
| YTD | +5.3% | -31.9% | +37.3% | +4.9% |
| 1Y | +9.5% | -40.0% | +49.5% | +10.1% |
| All | +9.5% | -38.2% | +47.7% | +10.1% |
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 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