+66.4%
DOCN vs AON
+60.6%
+5.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.1% | -15.8% | -15.8% |
| 7D | -29.3% | +7.3% | -36.6% | -31.1% |
| 30D | -46.0% | +26.0% | -72.1% | -50.8% |
| 3M | -43.2% | -4.1% | -39.1% | -42.5% |
| 6M | -53.7% | +10.0% | -63.7% | -57.7% |
| YTD | +46.9% | -1.7% | +48.6% | +42.5% |
| 1Y | +54.3% | +1.5% | +52.8% | +46.0% |
| 3Y | +185.5% | +8.9% | +176.7% | +144.9% |
| 5Y | -31.1% | +23.8% | -54.9% | -48.2% |
| All | +66.4% | +60.6% | +5.7% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling