+26.8%
APA vs DOCU
+94.9%
-68.1%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.0% | -6.9% |
| 7D | -13.0% | -3.7% | -9.2% | -12.6% |
| 30D | +2.0% | +15.0% | -13.0% | +0.3% |
| 3M | +24.9% | +39.9% | -15.0% | +20.1% |
| 6M | +7.2% | +66.2% | -59.0% | +0.8% |
| YTD | +87.1% | +17.7% | +69.4% | +82.3% |
| 1Y | +107.2% | +13.7% | +93.5% | +102.5% |
| All | +26.8% | +94.9% | -68.1% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling