+86.7%
NOK vs DOCN
+54.1%
+32.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.2% |
| 7D | -1.8% | +1.1% | -2.9% | -2.0% |
| 30D | +4.7% | -9.6% | +14.3% | +6.3% |
| 3M | -39.7% | -37.7% | -2.0% | -35.2% |
| 6M | +23.1% | +115.2% | -92.1% | +8.3% |
| YTD | +55.0% | +133.7% | -78.7% | +34.2% |
| 1Y | +118.0% | +250.2% | -132.1% | +76.7% |
| 3Y | +170.5% | +320.3% | -149.8% | +102.2% |
| All | +86.7% | +54.1% | +32.6% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 5y: compounded portfolio wealth divided by compounded DOCN 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…
5y analysis · Full analysis span regression · 6 months rolling