+250.2%
DOCN vs AS
-21.9%
+272.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +2.0% |
| 7D | +1.1% | -4.9% | +6.0% | +2.2% |
| 30D | -9.6% | -19.6% | +10.0% | -5.2% |
| 3M | -37.7% | -14.4% | -23.3% | -36.1% |
| 6M | +115.2% | -20.1% | +135.3% | +121.4% |
| YTD | +133.7% | -20.9% | +154.7% | +139.4% |
| 1Y | +250.2% | -21.9% | +272.0% | +268.2% |
| All | +250.2% | -21.9% | +272.1% | +268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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