+54.3%
DOCN vs CAPR
+41.9%
+12.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.6% | -12.3% | -15.8% |
| 7D | -29.3% | +29.7% | -59.0% | -29.4% |
| 30D | -46.0% | +11.0% | -57.0% | -46.1% |
| 3M | -43.2% | +118.8% | -162.0% | -43.6% |
| 6M | -53.7% | -73.9% | +20.2% | -53.4% |
| YTD | +46.9% | -70.2% | +117.1% | +47.6% |
| 1Y | +54.3% | +38.3% | +16.1% | +51.3% |
| All | +54.3% | +41.9% | +12.4% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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