+48.6%
AMZN vs DOCN
-32.3%
+80.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.9% | -0.9% |
| 7D | +7.9% | -19.2% | +27.0% | +12.4% |
| 30D | -0.2% | -43.1% | +42.8% | +11.5% |
| 3M | -4.8% | -40.7% | +35.9% | +4.0% |
| 6M | -5.7% | -55.0% | +49.3% | +7.4% |
| YTD | +12.3% | +50.6% | -38.3% | -11.2% |
| 1Y | +6.7% | +54.0% | -47.3% | -16.4% |
| 3Y | +85.6% | +203.9% | -118.3% | +10.2% |
| All | +48.6% | -32.3% | +80.9% | +10.3% |
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