+55.8%
DOCS vs AON
+8.6%
+47.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.3% |
| 7D | -1.3% | +7.3% | -8.7% | -3.5% |
| 30D | +19.4% | +26.0% | -6.6% | +10.9% |
| 3M | +53.4% | -4.1% | +57.5% | +54.1% |
| 6M | +28.8% | +10.0% | +18.7% | +24.2% |
| YTD | -25.1% | -1.7% | -23.4% | -25.9% |
| 1Y | -48.1% | +1.5% | -49.7% | -49.0% |
| All | +55.8% | +8.6% | +47.1% | +51.9% |
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