+97.7%
DOCN vs AMT
+2.4%
+95.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.0% | -11.2% | -8.3% |
| 7D | -20.0% | +6.0% | -26.1% | -21.5% |
| 30D | -38.8% | +20.1% | -58.9% | -42.3% |
| 3M | -34.8% | +12.4% | -47.2% | -37.5% |
| 6M | -22.8% | +9.9% | -32.7% | -26.2% |
| YTD | +74.6% | +14.4% | +60.2% | +62.4% |
| 1Y | +116.4% | +12.4% | +104.0% | +102.6% |
| 3Y | +239.3% | +13.7% | +225.7% | +183.9% |
| 5Y | -20.2% | -17.8% | -2.4% | -17.2% |
| All | +97.7% | +2.4% | +95.3% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling