+94.6%
AAPL vs DOCN
+182.8%
-88.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -15.9% | +14.3% | -0.3% |
| 7D | -1.4% | -29.3% | +27.9% | +1.1% |
| 30D | +3.2% | -46.0% | +49.2% | +7.8% |
| 3M | +10.8% | -43.2% | +54.0% | +14.6% |
| 6M | +21.3% | -53.7% | +75.0% | +27.0% |
| YTD | +26.9% | +46.9% | -20.0% | +11.1% |
| 1Y | +27.9% | +54.3% | -26.5% | +10.8% |
| All | +94.6% | +182.8% | -88.2% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling