+2,926.4%
V vs DKS
+611.0%
+2,315.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -1.7% | +3.0% | -4.7% | -2.3% |
| 30D | +2.0% | -30.5% | +32.5% | +8.5% |
| 3M | +17.4% | -35.7% | +53.1% | +26.9% |
| 6M | +17.5% | -29.7% | +47.2% | +23.8% |
| YTD | +7.6% | -28.9% | +36.4% | +12.7% |
| 1Y | +7.7% | -35.9% | +43.6% | +15.0% |
| 3Y | +54.7% | +28.2% | +26.5% | +34.5% |
| 5Y | +73.0% | +11.8% | +61.2% | +47.6% |
| 10Y | +390.9% | +211.6% | +179.2% | +180.5% |
| All | +2,926.4% | +611.0% | +2,315.4% | +991.9% |
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