+164.6%
DOCN vs AGI
+381.0%
-216.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +3.2% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -9.6% | +18.2% | -27.9% | -13.1% |
| 3M | -37.7% | -4.1% | -33.6% | -37.6% |
| 6M | +115.2% | -28.7% | +143.9% | +127.0% |
| YTD | +133.7% | -4.0% | +137.7% | +127.0% |
| 1Y | +250.2% | +17.4% | +232.7% | +222.4% |
| 3Y | +320.3% | +203.0% | +117.3% | +188.9% |
| 5Y | +53.1% | +376.7% | -323.6% | -8.9% |
| All | +164.6% | +381.0% | -216.4% | +53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling