+164.6%
DOCN vs AEM
+290.4%
-125.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.0% |
| 7D | +1.1% | -0.5% | +1.6% | +1.2% |
| 30D | -9.6% | +24.0% | -33.6% | -13.7% |
| 3M | -37.7% | +16.1% | -53.8% | -40.0% |
| 6M | +115.2% | -11.6% | +126.8% | +116.6% |
| YTD | +133.7% | +21.5% | +112.2% | +119.7% |
| 1Y | +250.2% | +39.2% | +211.0% | +219.9% |
| 3Y | +320.3% | +347.4% | -27.1% | +192.7% |
| 5Y | +53.1% | +290.1% | -237.0% | +6.8% |
| All | +164.6% | +290.4% | -125.7% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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