-13.1%
AON vs DOCU
-9.0%
-4.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.7% |
| 7D | -9.1% | +6.9% | -16.0% | -10.0% |
| 30D | -10.2% | +19.0% | -29.2% | -12.7% |
| 3M | +0.5% | +34.3% | -33.8% | -4.6% |
| 6M | -4.8% | +48.0% | -52.8% | -11.3% |
| YTD | -8.0% | 0.0% | -8.0% | -12.3% |
| 1Y | -13.1% | -10.3% | -2.8% | -17.5% |
| All | -13.1% | -9.0% | -4.0% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling