+105.1%
DOCN vs MKSI
+36.2%
+68.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.9% | +3.7% | +5.9% |
| 7D | +3.7% | +15.9% | -12.2% | -5.1% |
| 30D | -33.7% | -9.6% | -24.1% | -28.4% |
| 3M | -27.9% | -23.2% | -4.7% | -14.1% |
| 6M | -46.4% | -29.2% | -17.2% | -34.4% |
| YTD | +81.1% | +41.8% | +39.3% | +39.0% |
| 1Y | +74.3% | +48.7% | +25.6% | +29.3% |
| 3Y | +245.8% | +225.3% | +20.6% | +26.5% |
| 5Y | -23.7% | +43.6% | -67.3% | -46.1% |
| All | +105.1% | +36.2% | +68.8% | +48.7% |
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