+60.1%
DOCN vs AR
+143.7%
-83.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.0% |
| 7D | +1.1% | +2.5% | -1.4% | +0.6% |
| 30D | -9.6% | +14.8% | -24.4% | -12.5% |
| 3M | -37.7% | +6.2% | -43.9% | -38.7% |
| 6M | +115.2% | +4.3% | +110.9% | +111.6% |
| YTD | +133.7% | +14.4% | +119.4% | +123.8% |
| 1Y | +250.2% | +21.3% | +228.8% | +229.5% |
| 3Y | +320.3% | +39.8% | +280.5% | +277.5% |
| All | +60.1% | +143.7% | -83.7% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling