+66.4%
DOCN vs AMBA
-45.5%
+111.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -9.4% | -6.4% | -11.4% |
| 7D | -29.3% | -14.6% | -14.7% | -23.4% |
| 30D | -46.0% | -18.8% | -27.2% | -39.8% |
| 3M | -43.2% | -32.6% | -10.6% | -31.4% |
| 6M | -53.7% | -25.8% | -27.9% | -50.0% |
| YTD | +46.9% | -22.1% | +69.0% | +52.5% |
| 1Y | +54.3% | -36.2% | +90.6% | +73.5% |
| 3Y | +185.5% | +10.0% | +175.6% | +118.6% |
| 5Y | -31.1% | -71.6% | +40.5% | -11.6% |
| All | +66.4% | -45.5% | +111.9% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling