+164.6%
DOCN vs AON
+50.3%
+114.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.3% |
| 7D | +1.1% | -9.1% | +10.2% | +5.1% |
| 30D | -9.6% | -10.2% | +0.6% | -5.8% |
| 3M | -37.7% | +0.5% | -38.2% | -40.2% |
| 6M | +115.2% | -4.8% | +120.0% | +112.6% |
| YTD | +133.7% | -8.0% | +141.7% | +133.6% |
| 1Y | +250.2% | -13.1% | +263.2% | +261.5% |
| 3Y | +320.3% | -1.3% | +321.6% | +283.1% |
| 5Y | +53.1% | +14.9% | +38.2% | +18.8% |
| All | +164.6% | +50.3% | +114.3% | +110.7% |
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 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