+324.3%
DOCN vs AR
+40.7%
+283.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.0% |
| 7D | +1.1% | +2.5% | -1.4% | +0.5% |
| 30D | -9.6% | +14.8% | -24.4% | -13.0% |
| 3M | -37.7% | +6.2% | -43.9% | -38.9% |
| 6M | +115.2% | +4.3% | +110.9% | +110.6% |
| YTD | +133.7% | +14.4% | +119.4% | +121.5% |
| 1Y | +250.2% | +21.3% | +228.8% | +224.1% |
| All | +324.3% | +40.7% | +283.5% | +263.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling