+97.7%
DOCN vs AMC
-96.7%
+194.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +7.3% | -14.5% | -8.1% |
| 7D | -20.0% | +17.7% | -37.8% | -21.8% |
| 30D | -38.8% | +26.2% | -64.9% | -40.6% |
| 3M | -34.8% | +31.3% | -66.2% | -37.4% |
| 6M | -22.8% | +142.8% | -165.5% | -33.3% |
| YTD | +74.6% | +125.6% | -51.0% | +50.4% |
| 1Y | +116.4% | +40.2% | +76.2% | +98.0% |
| 3Y | +239.3% | -67.2% | +306.5% | +249.5% |
| 5Y | -20.2% | -99.1% | +78.9% | +4.4% |
| All | +97.7% | -96.7% | +194.4% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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