+5.8%
APA vs DOC
+20.8%
-15.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.9% |
| 7D | +0.5% | -1.5% | +2.0% | +0.8% |
| 30D | +23.4% | -4.8% | +28.2% | +24.1% |
| 3M | +12.7% | +6.9% | +5.8% | +11.2% |
| 6M | +39.4% | +20.7% | +18.7% | +34.2% |
| YTD | +79.0% | +34.1% | +44.8% | +65.7% |
| 1Y | +88.8% | +22.6% | +66.2% | +79.9% |
| All | +5.8% | +20.8% | -15.0% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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