+221.9%
VIK vs DKS
-30.3%
+252.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -1.8% | -4.7% | +2.9% | -0.6% |
| 30D | -17.3% | -35.1% | +17.8% | -7.6% |
| 3M | -5.1% | -37.7% | +32.7% | +7.3% |
| 6M | +16.2% | -30.7% | +46.9% | +25.3% |
| YTD | +17.6% | -31.9% | +49.6% | +27.2% |
| 1Y | +33.5% | -40.0% | +73.5% | +50.5% |
| All | +221.9% | -30.3% | +252.2% | +241.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling