+414.3%
ASX vs DOCN
-34.6%
+448.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -15.9% | -4.9% | -16.5% |
| 7D | -33.3% | -29.3% | -4.0% | -26.3% |
| 30D | -36.5% | -46.0% | +9.6% | -24.9% |
| 3M | -19.2% | -43.2% | +24.0% | -6.3% |
| 6M | -10.2% | -53.7% | +43.5% | +8.5% |
| YTD | +86.5% | +46.9% | +39.5% | +65.0% |
| 1Y | +89.6% | +54.3% | +35.3% | +65.5% |
| 3Y | +298.6% | +185.5% | +113.1% | +184.2% |
| 5Y | +414.3% | -31.1% | +445.4% | +330.1% |
| All | +414.3% | -34.6% | +448.8% | +330.1% |
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