+116.4%
DOCN vs BLK
+17.9%
+98.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.4% | -12.6% | -8.3% |
| 7D | -20.0% | +5.7% | -25.8% | -21.0% |
| 30D | -38.8% | +14.8% | -53.6% | -40.8% |
| 3M | -34.8% | +8.8% | -43.6% | -36.3% |
| 6M | -22.8% | +17.6% | -40.4% | -25.9% |
| YTD | +74.6% | +16.3% | +58.3% | +63.0% |
| 1Y | +116.4% | +18.0% | +98.4% | +98.6% |
| All | +116.4% | +17.9% | +98.6% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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