+39.0%
APA vs DOCU
+104.2%
-65.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +2.9% |
| 7D | -15.5% | -5.5% | -10.0% | -14.8% |
| 30D | +2.4% | +12.6% | -10.3% | +0.6% |
| 3M | +22.8% | +36.4% | -13.6% | +17.4% |
| 6M | +17.9% | +66.8% | -48.9% | +9.1% |
| YTD | +87.7% | +13.5% | +74.2% | +82.0% |
| 1Y | +94.2% | +11.3% | +82.9% | +88.6% |
| 3Y | +27.2% | +92.1% | -64.8% | +11.0% |
| 5Y | +74.1% | -71.0% | +145.1% | +81.8% |
| All | +39.0% | +104.2% | -65.3% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling