+164.6%
DOCN vs AMCR
+0.9%
+163.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +1.1% | -1.9% | +3.0% | +2.1% |
| 30D | -9.6% | -4.1% | -5.5% | -8.1% |
| 3M | -37.7% | +21.7% | -59.4% | -46.0% |
| 6M | +115.2% | +1.5% | +113.7% | +107.1% |
| YTD | +133.7% | +13.1% | +120.6% | +106.1% |
| 1Y | +250.2% | +13.0% | +237.2% | +208.0% |
| 3Y | +320.3% | +6.9% | +313.4% | +269.9% |
| 5Y | +53.1% | -10.5% | +63.6% | +50.7% |
| All | +164.6% | +0.9% | +163.7% | +162.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 all: compounded portfolio wealth divided by compounded AMCR 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…
all analysis · Full analysis span regression · 6 months rolling