+107.9%
ASX vs DOCN
+50.9%
+56.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +5.6% |
| 7D | -19.9% | -19.2% | -0.8% | -13.4% |
| 30D | -30.9% | -43.1% | +12.2% | -17.2% |
| 3M | -15.1% | -40.7% | +25.6% | 0.0% |
| 6M | -6.5% | -55.0% | +48.5% | +15.5% |
| YTD | +98.4% | +50.6% | +47.8% | +76.8% |
| 1Y | +107.9% | +54.0% | +53.9% | +83.8% |
| All | +107.9% | +50.9% | +56.9% | +83.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling