+60.1%
DOCN vs KEY
+40.7%
+19.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | +1.1% | +2.2% | -1.1% | -0.1% |
| 30D | -9.6% | -3.0% | -6.6% | -8.0% |
| 3M | -37.7% | +3.3% | -41.0% | -39.0% |
| 6M | +115.2% | +9.2% | +106.0% | +104.6% |
| YTD | +133.7% | +10.6% | +123.1% | +119.6% |
| 1Y | +250.2% | +20.4% | +229.8% | +213.4% |
| 3Y | +320.3% | +121.8% | +198.4% | +181.0% |
| All | +60.1% | +40.7% | +19.3% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling