-27.5%
DOCN vs AU
+381.3%
-408.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -3.9% |
| 7D | +19.1% | -7.2% | +26.3% | +20.7% |
| 30D | -21.0% | -2.9% | -18.1% | -20.7% |
| 3M | -34.7% | -8.7% | -26.1% | -33.9% |
| 6M | -45.8% | -14.1% | -31.6% | -44.8% |
| YTD | +79.4% | +4.8% | +74.6% | +73.4% |
| 1Y | +91.0% | +11.9% | +79.1% | +82.1% |
| 3Y | +237.5% | +513.8% | -276.4% | +124.6% |
| All | -27.5% | +381.3% | -408.8% | -57.0% |
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