+142.6%
DOCN vs AS
+139.2%
+3.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.1% | -12.3% | -8.8% |
| 7D | -20.0% | +13.8% | -33.8% | -23.7% |
| 30D | -38.8% | +16.7% | -55.4% | -42.0% |
| 3M | -34.8% | -11.5% | -23.3% | -32.5% |
| 6M | -22.8% | -5.5% | -17.3% | -22.5% |
| YTD | +74.6% | -14.2% | +88.8% | +79.6% |
| 1Y | +116.4% | +2.1% | +114.4% | +107.4% |
| All | +142.6% | +139.2% | +3.4% | +75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling