+97.7%
DOCN vs AVAV
-2.0%
+99.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -8.3% | +1.2% | -5.1% |
| 7D | -20.0% | -10.1% | -9.9% | -17.9% |
| 30D | -38.8% | -18.7% | -20.1% | -35.6% |
| 3M | -34.8% | -33.0% | -1.8% | -28.5% |
| 6M | -22.8% | -37.2% | +14.4% | -16.4% |
| YTD | +74.6% | -53.2% | +127.8% | +97.4% |
| 1Y | +116.4% | -69.0% | +185.4% | +172.7% |
| 3Y | +239.3% | -5.5% | +244.8% | +173.1% |
| 5Y | -20.2% | +20.1% | -40.3% | -48.6% |
| All | +97.7% | -2.0% | +99.7% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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