+116.4%
DOCN vs AG
+29.4%
+87.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +9.1% | -16.3% | -8.6% |
| 7D | -20.0% | -2.6% | -17.4% | -19.7% |
| 30D | -38.8% | -12.1% | -26.7% | -37.5% |
| 3M | -34.8% | -6.6% | -28.2% | -34.0% |
| 6M | -22.8% | -20.5% | -2.3% | -21.0% |
| YTD | +74.6% | -7.4% | +82.0% | +77.0% |
| 1Y | +116.4% | +33.4% | +83.0% | +137.2% |
| All | +116.4% | +29.4% | +87.1% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling