+53.9%
DOCN vs AMRZ
-13.9%
+67.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +1.9% |
| 7D | -12.1% | +0.2% | -12.3% | -12.0% |
| 30D | -41.0% | +16.2% | -57.2% | -42.7% |
| 3M | -38.7% | -8.9% | -29.8% | -37.5% |
| 6M | -51.5% | -20.1% | -31.4% | -49.4% |
| YTD | +65.3% | -21.3% | +86.5% | +68.6% |
| 1Y | +53.9% | -12.6% | +66.5% | +52.0% |
| All | +53.9% | -13.9% | +67.8% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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