+54.3%
DOCN vs AMIX
-91.8%
+146.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.6% | -10.3% | -15.8% |
| 7D | -29.3% | -25.5% | -3.8% | -29.2% |
| 30D | -46.0% | -56.2% | +10.2% | -45.9% |
| 3M | -43.2% | -87.4% | +44.2% | -42.9% |
| 6M | -53.7% | -80.9% | +27.2% | -51.7% |
| YTD | +46.9% | -86.8% | +133.8% | +52.4% |
| 1Y | +54.3% | -91.3% | +145.7% | +60.0% |
| All | +54.3% | -91.8% | +146.1% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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