+51.3%
DOCU vs AHR
+395.3%
-344.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.3% | -5.0% | -2.1% |
| 7D | -5.5% | +8.2% | -13.8% | -6.5% |
| 30D | +12.6% | +17.3% | -4.7% | +10.4% |
| 3M | +36.4% | +6.4% | +30.0% | +35.1% |
| 6M | +66.8% | +16.9% | +49.9% | +63.7% |
| YTD | +13.5% | +24.9% | -11.4% | +9.7% |
| 1Y | +11.3% | +23.3% | -12.0% | +7.7% |
| All | +51.3% | +395.3% | -344.1% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling