+141.4%
DOCN vs AMIX
-99.9%
+241.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.0% | -4.1% | -7.1% |
| 7D | -20.0% | -25.1% | +5.1% | -19.9% |
| 30D | -38.8% | -54.5% | +15.7% | -38.5% |
| 3M | -34.8% | -91.7% | +56.9% | -33.9% |
| 6M | -22.8% | -79.4% | +56.7% | -22.7% |
| YTD | +74.6% | -86.1% | +160.7% | +75.5% |
| 1Y | +116.4% | -91.6% | +208.0% | +118.6% |
| All | +141.4% | -99.9% | +241.4% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling