+84.2%
DOCN vs AU
+468.7%
-384.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.9% | +1.2% | +6.7% |
| 7D | -12.8% | +20.8% | -33.6% | -15.9% |
| 30D | -41.9% | +5.5% | -47.5% | -42.5% |
| 3M | -36.9% | +3.9% | -40.9% | -37.5% |
| 6M | -52.2% | -5.4% | -46.8% | -52.3% |
| YTD | +62.7% | +20.7% | +42.0% | +54.0% |
| 1Y | +58.2% | +49.8% | +8.4% | +44.0% |
| 3Y | +219.5% | +565.6% | -346.2% | +119.2% |
| 5Y | -32.9% | +500.4% | -533.2% | -55.8% |
| All | +84.2% | +468.7% | -384.5% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling