+116.4%
DOCN vs KEY
+29.6%
+86.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.5% | -8.7% | -7.8% |
| 7D | -20.0% | +1.7% | -21.7% | -20.6% |
| 30D | -38.8% | +6.8% | -45.6% | -40.6% |
| 3M | -34.8% | -5.8% | -29.0% | -32.7% |
| 6M | -22.8% | +1.4% | -24.2% | -24.1% |
| YTD | +74.6% | +7.5% | +67.1% | +58.8% |
| 1Y | +116.4% | +29.6% | +86.8% | +54.3% |
| All | +116.4% | +29.6% | +86.8% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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