+115.2%
DOCN vs AGI
-30.5%
+145.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +3.0% |
| 7D | +1.1% | +0.6% | +0.5% | +1.1% |
| 30D | -9.6% | +18.2% | -27.9% | -11.4% |
| 3M | -37.7% | -4.1% | -33.6% | -38.0% |
| 6M | +115.2% | -28.7% | +143.9% | +106.1% |
| All | +115.2% | -30.5% | +145.7% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 6mo: compounded portfolio wealth divided by compounded AGI 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…
6mo analysis · Full analysis span regression · 6 months rolling