+54.0%
DOCN vs CAPR
+43.1%
+10.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.7% | -2.1% | +2.5% |
| 7D | -19.2% | +41.1% | -60.2% | -19.4% |
| 30D | -43.1% | +11.1% | -54.2% | -43.1% |
| 3M | -40.7% | +115.3% | -156.0% | -41.1% |
| 6M | -55.0% | -73.8% | +18.8% | -54.7% |
| YTD | +50.6% | -68.8% | +119.4% | +51.3% |
| 1Y | +54.0% | +43.3% | +10.6% | +50.9% |
| All | +54.0% | +43.1% | +10.9% | +50.9% |
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