+138.1%
AAPL vs DOCN
-31.5%
+169.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.0% | -5.6% | +1.4% |
| 7D | +3.7% | -12.8% | +16.5% | +5.2% |
| 30D | +4.2% | -41.9% | +46.1% | +11.0% |
| 3M | +12.0% | -36.9% | +49.0% | +17.0% |
| 6M | +19.8% | -52.2% | +72.0% | +28.6% |
| YTD | +29.3% | +62.7% | -33.4% | +9.4% |
| 1Y | +31.1% | +58.2% | -27.1% | +11.2% |
| 3Y | +94.9% | +219.5% | -124.6% | +36.3% |
| 5Y | +138.1% | -32.9% | +170.9% | +93.1% |
| All | +138.1% | -31.5% | +169.6% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling