-10.3%
DOCU vs AHR
+33.1%
-43.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +3.4% |
| 7D | +6.9% | -1.5% | +8.3% | +6.7% |
| 30D | +19.0% | -1.4% | +20.4% | +18.5% |
| 3M | +34.3% | +18.6% | +15.7% | +41.5% |
| 6M | +48.0% | +6.6% | +41.4% | +52.7% |
| YTD | 0.0% | +17.5% | -17.4% | +6.0% |
| 1Y | -10.3% | +30.9% | -41.1% | -1.5% |
| All | -10.3% | +33.1% | -43.3% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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