+103.1%
DOCN vs AON
+57.8%
+45.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.6% | -4.7% |
| 7D | +19.1% | +1.0% | +18.0% | +18.6% |
| 30D | -21.0% | +23.2% | -44.2% | -27.4% |
| 3M | -34.7% | -5.0% | -29.7% | -33.8% |
| 6M | -45.8% | +9.3% | -55.1% | -50.3% |
| YTD | +79.4% | -3.4% | +82.8% | +75.0% |
| 1Y | +91.0% | -2.9% | +93.9% | +85.2% |
| 3Y | +237.5% | +3.6% | +233.8% | +200.3% |
| 5Y | -30.4% | +16.9% | -47.3% | -47.1% |
| All | +103.1% | +57.8% | +45.3% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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