+150.8%
AON vs DOCU
+104.6%
+46.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +0.7% | -4.8% | +5.5% | +1.2% |
| 30D | +23.1% | +9.4% | +13.7% | +21.9% |
| 3M | -6.0% | +29.0% | -35.1% | -8.7% |
| 6M | +7.9% | +62.3% | -54.5% | +2.1% |
| YTD | -4.1% | +13.7% | -17.8% | -6.4% |
| 1Y | -2.3% | +11.5% | -13.9% | -4.5% |
| 3Y | +3.4% | +94.2% | -90.7% | -6.8% |
| 5Y | +17.1% | -71.7% | +88.8% | +21.3% |
| All | +150.8% | +104.6% | +46.2% | +100.5% |
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