+97.7%
DOCN vs ACI
+10.7%
+87.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.5% | -10.7% | -7.4% |
| 7D | -20.0% | +4.5% | -24.5% | -20.3% |
| 30D | -38.8% | +20.9% | -59.6% | -39.9% |
| 3M | -34.8% | +15.2% | -50.1% | -35.9% |
| 6M | -22.8% | -13.3% | -9.5% | -21.4% |
| YTD | +74.6% | -16.2% | +90.8% | +78.2% |
| 1Y | +116.4% | -16.9% | +133.3% | +121.0% |
| 3Y | +239.3% | -30.8% | +270.2% | +255.3% |
| 5Y | -20.2% | -39.4% | +19.2% | -16.8% |
| All | +97.7% | +10.7% | +87.0% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 all: compounded portfolio wealth divided by compounded ACI 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…
all analysis · Full analysis span regression · 6 months rolling