+87.1%
DOCN vs BRKR
-39.9%
+127.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.5% |
| 7D | +19.8% | -9.8% | +29.6% | +25.3% |
| 30D | +8.4% | -6.1% | +14.5% | +11.2% |
| 3M | -23.6% | -2.4% | -21.2% | -25.6% |
| 6M | +111.3% | +46.7% | +64.7% | +61.9% |
| YTD | +172.3% | +14.0% | +158.4% | +134.3% |
| 1Y | +283.3% | +76.5% | +206.8% | +151.3% |
| 3Y | +388.1% | -11.7% | +399.8% | +325.1% |
| 5Y | +87.1% | -39.3% | +126.5% | +123.9% |
| All | +87.1% | -39.9% | +127.0% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling