+228.2%
AON vs DOC
+15.7%
+212.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.0% |
| 7D | +4.4% | +6.5% | -2.1% | +2.6% |
| 30D | +24.1% | +9.2% | +14.9% | +21.2% |
| 3M | -7.0% | -2.5% | -4.5% | -6.4% |
| 6M | +9.1% | +7.1% | +2.1% | +7.1% |
| YTD | -4.4% | +33.0% | -37.4% | -12.4% |
| 1Y | -0.8% | +23.3% | -24.1% | -7.2% |
| 3Y | +5.1% | +44.9% | -39.8% | -7.9% |
| 5Y | +20.4% | -21.6% | +42.0% | +26.0% |
| All | +228.2% | +15.7% | +212.5% | +203.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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