-47.3%
DOCS vs AON
+2.1%
-49.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.4% | +2.0% | +4.4% |
| 7D | +1.2% | +9.4% | -8.2% | -2.7% |
| 30D | +21.3% | +27.0% | -5.7% | +9.2% |
| 3M | +58.4% | -3.1% | +61.5% | +58.2% |
| 6M | +39.3% | +10.0% | +29.3% | +31.0% |
| YTD | -21.7% | -1.6% | -20.1% | -24.7% |
| 1Y | -47.3% | +0.9% | -48.2% | -48.7% |
| All | -47.3% | +2.1% | -49.4% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling