-43.2%
DOCN vs AU
+2.2%
-45.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.7% | -16.6% | -16.1% |
| 7D | -29.3% | +4.1% | -33.4% | -30.0% |
| 30D | -46.0% | -5.3% | -40.7% | -45.0% |
| 3M | -43.2% | +0.6% | -43.8% | -42.8% |
| All | -43.2% | +2.2% | -45.4% | -42.8% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling