+86.2%
DOCN vs AIG
+11.2%
+75.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.2% |
| 7D | +27.4% | +2.0% | +25.4% | +28.1% |
| 30D | -29.7% | +6.3% | -36.1% | -28.2% |
| 3M | -32.5% | +9.2% | -41.6% | -30.2% |
| 6M | -42.2% | +9.5% | -51.7% | -40.0% |
| YTD | +87.2% | -1.6% | +88.8% | +85.4% |
| 1Y | +86.2% | +8.5% | +77.7% | +86.2% |
| All | +86.2% | +11.2% | +75.0% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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