-7.8%
DOCN vs AAOX
-92.4%
+84.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +8.9% | -0.9% | +6.6% |
| 7D | -12.8% | -35.9% | +23.1% | -7.5% |
| 30D | -41.9% | -81.6% | +39.7% | -27.4% |
| 3M | -36.9% | -90.3% | +53.4% | -17.5% |
| 6M | -52.2% | -95.7% | +43.4% | -37.7% |
| All | -7.8% | -92.4% | +84.6% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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