+72.9%
AMZN vs DOCN
+88.7%
-15.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.0% | -5.1% | +1.3% |
| 7D | +8.7% | -12.8% | +21.5% | +11.3% |
| 30D | +1.7% | -41.9% | +43.6% | +12.6% |
| 3M | -2.8% | -36.9% | +34.2% | +4.4% |
| 6M | -2.1% | -52.2% | +50.1% | +9.7% |
| YTD | +15.6% | +62.7% | -47.1% | -8.4% |
| 1Y | +9.2% | +58.2% | -49.0% | -13.0% |
| 3Y | +89.9% | +219.5% | -129.6% | +17.4% |
| 5Y | +49.3% | -32.9% | +82.1% | +10.7% |
| All | +72.9% | +88.7% | -15.7% | +14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling