+70.5%
DOCN vs AR
+284.6%
-214.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.7% |
| 7D | -19.2% | -14.3% | -4.9% | -16.4% |
| 30D | -43.1% | +1.4% | -44.5% | -43.2% |
| 3M | -40.7% | +3.4% | -44.1% | -41.5% |
| 6M | -55.0% | -2.1% | -52.9% | -55.1% |
| YTD | +50.6% | +4.7% | +45.9% | +46.6% |
| 1Y | +54.0% | +10.6% | +43.4% | +47.7% |
| 3Y | +203.9% | +24.6% | +179.3% | +179.2% |
| 5Y | -29.4% | +71.9% | -101.3% | -42.3% |
| All | +70.5% | +284.6% | -214.1% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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