+452.8%
ASX vs DOCN
+74.7%
+378.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +5.8% |
| 7D | -19.9% | -19.2% | -0.8% | -15.0% |
| 30D | -30.9% | -43.1% | +12.2% | -20.1% |
| 3M | -15.1% | -40.7% | +25.6% | -3.2% |
| 6M | -6.5% | -55.0% | +48.5% | +12.6% |
| YTD | +98.4% | +50.6% | +47.8% | +76.2% |
| 1Y | +107.9% | +54.0% | +53.9% | +83.4% |
| 3Y | +325.3% | +203.9% | +121.4% | +207.4% |
| 5Y | +447.3% | -29.4% | +476.7% | +357.8% |
| All | +452.8% | +74.7% | +378.2% | +322.3% |
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 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