+54.3%
AAOI vs DOCU
+104.6%
-50.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | -16.6% | -4.8% | -11.9% | -15.0% |
| 30D | -52.5% | +9.4% | -61.9% | -54.3% |
| 3M | -61.6% | +29.0% | -90.6% | -66.1% |
| 6M | -65.0% | +62.3% | -127.3% | -72.8% |
| YTD | +49.5% | +13.7% | +35.8% | +31.1% |
| 1Y | +82.4% | +11.5% | +70.8% | +61.5% |
| 3Y | +433.8% | +94.2% | +339.6% | +293.4% |
| 5Y | +806.1% | -71.7% | +877.8% | +1,040.9% |
| All | +54.3% | +104.6% | -50.3% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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