-53.7%
DOCN vs AAOX
-97.5%
+43.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -41.8% | +25.9% | -8.2% |
| 7D | -29.3% | -68.8% | +39.5% | -14.7% |
| 30D | -46.0% | -89.7% | +43.7% | -24.0% |
| 3M | -43.2% | -91.4% | +48.2% | -21.1% |
| 6M | -53.7% | -97.7% | +43.9% | -34.5% |
| All | -53.7% | -97.5% | +43.8% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling