+56.2%
DOCU vs AHR
+401.6%
-345.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +1.6% | +4.6% | -3.1% | +1.0% |
| 30D | +10.8% | +11.6% | -0.8% | +9.3% |
| 3M | +38.0% | +12.0% | +25.9% | +35.7% |
| 6M | +77.4% | +15.0% | +62.4% | +74.5% |
| YTD | +17.2% | +26.5% | -9.3% | +13.1% |
| 1Y | +15.6% | +25.0% | -9.4% | +11.7% |
| All | +56.2% | +401.6% | -345.4% | +12.5% |
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 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