-23.7%
DOCN vs AON
+17.2%
-41.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.5% | +9.6% |
| 7D | +3.7% | -2.4% | +6.1% | +4.6% |
| 30D | -33.7% | +22.8% | -56.5% | -39.2% |
| 3M | -27.9% | -5.3% | -22.5% | -26.7% |
| 6M | -46.4% | +8.4% | -54.8% | -51.1% |
| YTD | +81.1% | -3.9% | +85.0% | +76.8% |
| 1Y | +74.3% | -3.1% | +77.4% | +68.6% |
| 3Y | +245.8% | +3.0% | +242.9% | +203.4% |
| 5Y | -23.7% | +16.7% | -40.4% | -43.5% |
| All | -23.7% | +17.2% | -41.0% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling