+60.1%
DOCN vs AMC
-99.4%
+159.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.3% | -1.5% | +2.0% |
| 7D | +1.1% | +2.3% | -1.2% | +0.6% |
| 30D | -9.6% | -0.7% | -8.9% | -9.7% |
| 3M | -37.7% | +35.2% | -72.9% | -43.1% |
| 6M | +115.2% | +124.6% | -9.4% | +75.8% |
| YTD | +133.7% | +69.9% | +63.9% | +100.2% |
| 1Y | +250.2% | -2.6% | +252.7% | +231.5% |
| 3Y | +320.3% | -79.8% | +400.1% | +377.2% |
| All | +60.1% | -99.4% | +159.5% | +269.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling