+154.8%
APA vs DOCU
-78.0%
+232.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.7% | -6.9% | -3.7% |
| 7D | +0.5% | +6.9% | -6.3% | -0.4% |
| 30D | +23.4% | +19.0% | +4.4% | +20.2% |
| 3M | +12.7% | +34.3% | -21.6% | +7.6% |
| 6M | +39.4% | +48.0% | -8.6% | +30.8% |
| YTD | +79.0% | 0.0% | +78.9% | +76.8% |
| 1Y | +88.8% | -10.3% | +99.1% | +88.8% |
| 3Y | +6.4% | +32.4% | -26.0% | -2.6% |
| All | +154.8% | -78.0% | +232.8% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling