+280.3%
DOCN vs AUR
+13.0%
+267.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.7% | +10.0% | +11.6% |
| 7D | +16.3% | +19.2% | -2.9% | +8.7% |
| 30D | +2.0% | -7.8% | +9.8% | +5.0% |
| 3M | -25.2% | +4.0% | -29.2% | -26.5% |
| 6M | +132.7% | +45.0% | +87.7% | +98.6% |
| YTD | +163.3% | +69.5% | +93.7% | +108.8% |
| 1Y | +280.3% | +13.0% | +267.3% | +259.1% |
| All | +280.3% | +13.0% | +267.3% | +259.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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