+164.6%
DOCN vs AEE
+56.3%
+108.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | +1.1% | +0.3% | +0.8% | +1.1% |
| 30D | -9.6% | -2.3% | -7.4% | -9.5% |
| 3M | -37.7% | +0.2% | -37.9% | -38.0% |
| 6M | +115.2% | -4.7% | +120.0% | +115.2% |
| YTD | +133.7% | +8.1% | +125.6% | +127.8% |
| 1Y | +250.2% | +8.5% | +241.6% | +240.6% |
| 3Y | +320.3% | +48.9% | +271.4% | +273.9% |
| 5Y | +53.1% | +39.9% | +13.2% | +41.7% |
| All | +164.6% | +56.3% | +108.4% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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