+404.3%
ASX vs DOCN
+236.1%
+168.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -7.2% | +3.2% | -1.9% |
| 7D | -14.6% | -20.0% | +5.4% | -9.0% |
| 30D | -21.1% | -38.8% | +17.7% | -9.8% |
| 3M | -3.1% | -34.8% | +31.7% | +8.3% |
| 6M | +17.4% | -22.8% | +40.2% | +23.6% |
| YTD | +135.3% | +74.6% | +60.7% | +96.7% |
| 1Y | +146.5% | +116.4% | +30.1% | +94.0% |
| All | +404.3% | +236.1% | +168.3% | +257.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling