+625.5%
AAOI vs DOCN
+110.0%
+515.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +9.6% | +6.0% | +11.1% |
| 7D | -5.8% | +3.7% | -9.5% | -6.3% |
| 30D | -44.5% | -33.7% | -10.8% | -32.0% |
| 3M | -58.4% | -27.9% | -30.5% | -51.2% |
| 6M | -69.8% | -46.4% | -23.3% | -59.0% |
| YTD | +60.2% | +81.1% | -20.9% | +22.8% |
| 1Y | +135.2% | +74.3% | +60.9% | +84.8% |
| 3Y | +496.5% | +245.8% | +250.6% | +277.4% |
| 5Y | +824.8% | -23.7% | +848.6% | +605.0% |
| All | +625.5% | +110.0% | +515.5% | +377.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling