+54.0%
DOCN vs KEY
+24.1%
+29.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | -19.2% | -1.3% | -17.9% | -18.4% |
| 30D | -43.1% | +5.1% | -48.2% | -44.1% |
| 3M | -40.7% | -7.1% | -33.6% | -38.4% |
| 6M | -55.0% | -4.4% | -50.6% | -54.2% |
| YTD | +50.6% | +4.0% | +46.6% | +40.8% |
| 1Y | +54.0% | +23.4% | +30.5% | +19.8% |
| All | +54.0% | +24.1% | +29.8% | +19.8% |
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