+66.4%
DOCN vs AMT
+1.9%
+64.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.4% | -15.4% | -15.7% |
| 7D | -29.3% | +4.4% | -33.6% | -30.2% |
| 30D | -46.0% | +17.7% | -63.8% | -48.8% |
| 3M | -43.2% | +16.7% | -59.9% | -46.2% |
| 6M | -53.7% | +11.1% | -64.9% | -55.9% |
| YTD | +46.9% | +13.9% | +33.0% | +36.8% |
| 1Y | +54.3% | +12.5% | +41.8% | +44.4% |
| 3Y | +185.5% | +13.2% | +172.4% | +139.2% |
| 5Y | -31.1% | -17.9% | -13.2% | -28.4% |
| All | +66.4% | +1.9% | +64.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling