+164.6%
DOCN vs AU
+524.2%
-359.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.3% | +5.1% | +3.2% |
| 7D | +1.1% | -3.6% | +4.8% | +1.8% |
| 30D | -9.6% | +23.9% | -33.5% | -13.2% |
| 3M | -37.7% | +19.1% | -56.8% | -39.9% |
| 6M | +115.2% | -0.2% | +115.4% | +111.5% |
| YTD | +133.7% | +32.5% | +101.3% | +117.8% |
| 1Y | +250.2% | +96.9% | +153.2% | +204.4% |
| 3Y | +320.3% | +614.7% | -294.4% | +184.2% |
| 5Y | +53.1% | +647.7% | -594.6% | -1.5% |
| All | +164.6% | +524.2% | -359.6% | +72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling