+70.5%
DOCN vs MKSI
+15.9%
+54.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.7% | -6.2% | -3.0% |
| 7D | -19.2% | -4.8% | -14.3% | -16.3% |
| 30D | -43.1% | -29.6% | -13.4% | -28.2% |
| 3M | -40.7% | -33.9% | -6.8% | -22.6% |
| 6M | -55.0% | -34.4% | -20.5% | -42.1% |
| YTD | +50.6% | +20.6% | +30.0% | +27.9% |
| 1Y | +54.0% | +24.4% | +29.6% | +27.8% |
| 3Y | +203.9% | +189.2% | +14.7% | +18.7% |
| 5Y | -29.4% | +24.5% | -53.9% | -45.3% |
| All | +70.5% | +15.9% | +54.6% | +36.8% |
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