+198.1%
DOCN vs MKSI
+60.1%
+138.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.0% | +10.6% | +11.4% |
| 7D | +16.3% | +7.7% | +8.6% | +11.1% |
| 30D | +2.0% | -12.9% | +14.9% | +11.3% |
| 3M | -25.2% | -14.8% | -10.3% | -18.6% |
| 6M | +132.7% | +26.6% | +106.0% | +95.1% |
| YTD | +163.3% | +66.6% | +96.7% | +81.6% |
| 1Y | +280.3% | +144.6% | +135.8% | +102.7% |
| 3Y | +371.8% | +193.1% | +178.7% | +90.7% |
| 5Y | +87.1% | +88.6% | -1.5% | +13.0% |
| All | +198.1% | +60.1% | +138.0% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling