+48.5%
AAOI vs DOCU
+104.2%
-55.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.7% | +8.6% | +7.5% |
| 7D | -27.4% | -5.5% | -21.9% | -25.7% |
| 30D | -59.1% | +12.6% | -71.7% | -61.2% |
| 3M | -59.6% | +36.4% | -96.0% | -65.2% |
| 6M | -71.9% | +66.8% | -138.7% | -78.5% |
| YTD | +43.8% | +13.5% | +30.3% | +26.2% |
| 1Y | +72.3% | +11.3% | +61.0% | +52.7% |
| 3Y | +417.3% | +92.1% | +325.3% | +282.8% |
| 5Y | +755.5% | -71.0% | +826.4% | +966.2% |
| All | +48.5% | +104.2% | -55.7% | -26.5% |
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