+212.2%
DOCN vs BRKR
-9.3%
+221.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.8% | +11.5% | +7.8% |
| 7D | +26.5% | -7.8% | +34.3% | +30.9% |
| 30D | +2.3% | -3.4% | +5.6% | +3.4% |
| 3M | -21.2% | -4.8% | -16.4% | -22.3% |
| 6M | +130.6% | +46.7% | +83.9% | +76.9% |
| YTD | +175.7% | +15.8% | +159.9% | +135.5% |
| 1Y | +286.6% | +75.4% | +211.1% | +155.2% |
| 3Y | +394.1% | -10.3% | +404.4% | +329.0% |
| 5Y | +92.1% | -38.8% | +130.8% | +116.5% |
| All | +212.2% | -9.3% | +221.5% | +182.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling