+5.8%
APA vs DOCU
+33.7%
-27.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.7% | -6.9% | -3.6% |
| 7D | +0.5% | +6.9% | -6.3% | -0.3% |
| 30D | +23.4% | +19.0% | +4.4% | +20.8% |
| 3M | +12.7% | +34.3% | -21.6% | +8.6% |
| 6M | +39.4% | +48.0% | -8.6% | +32.3% |
| YTD | +79.0% | 0.0% | +78.9% | +77.7% |
| 1Y | +88.8% | -10.3% | +99.1% | +89.5% |
| All | +5.8% | +33.7% | -27.9% | -0.6% |
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