+65.5%
AAOI vs DOCU
+110.9%
-45.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +3.2% | +12.4% | +14.4% |
| 7D | -5.8% | -0.4% | -5.3% | -5.3% |
| 30D | -44.5% | +12.9% | -57.5% | -47.2% |
| 3M | -58.4% | +35.1% | -93.5% | -63.9% |
| 6M | -69.8% | +76.2% | -146.0% | -77.1% |
| YTD | +60.2% | +17.2% | +43.1% | +39.1% |
| 1Y | +135.2% | +16.4% | +118.8% | +105.1% |
| 3Y | +496.5% | +95.6% | +400.9% | +339.1% |
| 5Y | +824.8% | -68.5% | +893.3% | +1,021.2% |
| All | +65.5% | +110.9% | -45.5% | -18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling