+70.5%
DOCN vs AMT
-0.8%
+71.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.7% | +5.2% | +3.3% |
| 7D | -19.2% | +0.5% | -19.7% | -19.4% |
| 30D | -43.1% | +13.6% | -56.7% | -45.5% |
| 3M | -40.7% | +11.5% | -52.2% | -43.1% |
| 6M | -55.0% | +6.9% | -61.9% | -56.6% |
| YTD | +50.6% | +10.8% | +39.8% | +41.3% |
| 1Y | +54.0% | +10.3% | +43.6% | +44.6% |
| 3Y | +203.9% | +12.4% | +191.5% | +152.3% |
| 5Y | -29.4% | -20.1% | -9.3% | -26.1% |
| All | +70.5% | -0.8% | +71.4% | +64.9% |
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