+153.6%
DOCN vs AHR
+401.6%
-248.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.3% | +3.6% |
| 7D | +27.4% | +4.6% | +22.8% | +25.8% |
| 30D | -29.7% | +11.6% | -41.4% | -32.2% |
| 3M | -32.5% | +12.0% | -44.5% | -35.0% |
| 6M | -42.2% | +15.0% | -57.2% | -45.3% |
| YTD | +87.2% | +26.5% | +60.7% | +67.3% |
| 1Y | +86.2% | +25.0% | +61.2% | +67.1% |
| All | +153.6% | +401.6% | -248.0% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling