+84.2%
DOCN vs BLK
+91.9%
-7.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.0% | +5.0% | +5.2% |
| 7D | -12.8% | +4.1% | -16.9% | -15.9% |
| 30D | -41.9% | +12.2% | -54.1% | -47.9% |
| 3M | -36.9% | +7.4% | -44.4% | -41.5% |
| 6M | -52.2% | +13.2% | -65.4% | -58.7% |
| YTD | +62.7% | +15.4% | +47.4% | +35.0% |
| 1Y | +58.2% | +14.6% | +43.6% | +32.0% |
| 3Y | +219.5% | +99.2% | +120.2% | +44.1% |
| 5Y | -32.9% | +41.9% | -74.7% | -59.3% |
| All | +84.2% | +91.9% | -7.7% | +13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling