+224.7%
DOCN vs AS
+120.4%
+104.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +1.6% |
| 7D | +1.1% | -4.9% | +6.0% | +2.9% |
| 30D | -9.6% | -19.6% | +10.0% | -2.7% |
| 3M | -37.7% | -14.4% | -23.3% | -35.1% |
| 6M | +115.2% | -20.1% | +135.3% | +128.6% |
| YTD | +133.7% | -20.9% | +154.7% | +148.6% |
| 1Y | +250.2% | -21.9% | +272.0% | +271.8% |
| All | +224.7% | +120.4% | +104.3% | +143.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling