+299.6%
ASX vs DOCN
+182.8%
+116.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -15.9% | -4.9% | -16.0% |
| 7D | -33.3% | -29.3% | -4.0% | -25.6% |
| 30D | -36.5% | -46.0% | +9.6% | -23.9% |
| 3M | -19.2% | -43.2% | +24.0% | -5.1% |
| 6M | -10.2% | -53.7% | +43.5% | +9.8% |
| YTD | +86.5% | +46.9% | +39.5% | +65.3% |
| 1Y | +89.6% | +54.3% | +35.3% | +65.7% |
| All | +299.6% | +182.8% | +116.8% | +200.2% |
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