+240.7%
DOCN vs AON
+3.0%
+237.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.5% | +9.6% |
| 7D | +3.7% | -2.4% | +6.1% | +3.3% |
| 30D | -33.7% | +22.8% | -56.5% | -31.6% |
| 3M | -27.9% | -5.3% | -22.5% | -26.8% |
| 6M | -46.4% | +8.4% | -54.8% | -46.8% |
| YTD | +81.1% | -3.9% | +85.0% | +83.4% |
| 1Y | +74.3% | -3.1% | +77.4% | +76.1% |
| All | +240.7% | +3.0% | +237.7% | +231.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling