+30.1%
AAPL vs DOCN
+77.9%
-47.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.4% | -3.6% | -0.2% |
| 7D | +3.1% | +27.4% | -24.3% | +3.0% |
| 30D | +4.0% | -29.7% | +33.7% | +4.0% |
| 3M | +17.4% | -32.5% | +49.9% | +17.5% |
| 6M | +20.5% | -42.2% | +62.6% | +21.2% |
| YTD | +30.9% | +87.2% | -56.3% | +21.6% |
| 1Y | +30.1% | +86.2% | -56.1% | +21.0% |
| All | +30.1% | +77.9% | -47.8% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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