-35.6%
DOCN vs AU
+465.1%
-500.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.0% | -2.5% | +1.5% |
| 7D | -19.2% | +16.5% | -35.7% | -21.7% |
| 30D | -43.1% | +3.3% | -46.3% | -43.4% |
| 3M | -40.7% | +6.8% | -47.5% | -41.6% |
| 6M | -55.0% | -3.9% | -51.0% | -55.1% |
| YTD | +50.6% | +12.9% | +37.7% | +43.7% |
| 1Y | +54.0% | +43.5% | +10.5% | +40.2% |
| 3Y | +203.9% | +445.5% | -241.6% | +107.9% |
| All | -35.6% | +465.1% | -500.7% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling