+203.9%
DOCN vs AON
+5.6%
+198.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.3% | +2.0% |
| 7D | -19.2% | +4.4% | -23.5% | -18.5% |
| 30D | -43.1% | +24.1% | -67.2% | -41.2% |
| 3M | -40.7% | -7.0% | -33.7% | -39.9% |
| 6M | -55.0% | +9.1% | -64.1% | -55.4% |
| YTD | +50.6% | -4.4% | +55.0% | +52.4% |
| 1Y | +54.0% | -0.8% | +54.7% | +54.3% |
| 3Y | +203.9% | +5.1% | +198.8% | +201.3% |
| All | +203.9% | +5.6% | +198.3% | +201.3% |
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