+164.6%
DOCN vs AMP
+172.0%
-7.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.5% |
| 7D | +1.1% | +0.2% | +0.9% | +0.9% |
| 30D | -9.6% | -0.1% | -9.5% | -9.8% |
| 3M | -37.7% | +23.6% | -61.3% | -49.3% |
| 6M | +115.2% | +20.4% | +94.9% | +79.4% |
| YTD | +133.7% | +15.4% | +118.3% | +99.4% |
| 1Y | +250.2% | +11.0% | +239.2% | +209.4% |
| 3Y | +320.3% | +70.5% | +249.8% | +150.2% |
| 5Y | +53.1% | +121.4% | -68.3% | -24.9% |
| All | +164.6% | +172.0% | -7.4% | +28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling