+91.0%
DOCN vs AU
+6.3%
+84.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -3.8% |
| 7D | +19.1% | -7.2% | +26.3% | +21.0% |
| 30D | -21.0% | -2.9% | -18.1% | -20.6% |
| 3M | -34.7% | -8.7% | -26.1% | -33.6% |
| 6M | -45.8% | -14.1% | -31.6% | -45.2% |
| YTD | +79.4% | +4.8% | +74.6% | +69.9% |
| 1Y | +91.0% | +11.9% | +79.1% | +79.7% |
| All | +91.0% | +6.3% | +84.7% | +79.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling