+116.4%
DOCN vs AMP
+18.6%
+97.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.5% | -11.6% | -7.9% |
| 7D | -20.0% | +7.7% | -27.7% | -21.1% |
| 30D | -38.8% | +6.6% | -45.3% | -39.5% |
| 3M | -34.8% | -4.7% | -30.1% | -34.0% |
| 6M | -22.8% | +12.9% | -35.7% | -27.4% |
| YTD | +74.6% | +8.6% | +66.0% | +62.7% |
| 1Y | +116.4% | +18.2% | +98.2% | +82.6% |
| All | +116.4% | +18.6% | +97.9% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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