+54.3%
DOCN vs AR
+10.8%
+43.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.8% | -13.0% | -15.7% |
| 7D | -29.3% | -11.7% | -17.6% | -29.0% |
| 30D | -46.0% | +1.8% | -47.9% | -45.7% |
| 3M | -43.2% | +6.0% | -49.2% | -43.4% |
| 6M | -53.7% | -7.0% | -46.7% | -53.4% |
| YTD | +46.9% | +5.6% | +41.4% | +42.5% |
| 1Y | +54.3% | +10.8% | +43.5% | +48.1% |
| All | +54.3% | +10.8% | +43.6% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling