+35.4%
APA vs DOCU
+107.7%
-72.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.0% |
| 7D | -15.6% | -3.2% | -12.4% | -15.2% |
| 30D | -0.9% | +15.7% | -16.6% | -2.9% |
| 3M | +26.1% | +37.3% | -11.2% | +20.4% |
| 6M | +6.1% | +63.1% | -57.0% | -1.5% |
| YTD | +82.8% | +15.4% | +67.5% | +76.9% |
| 1Y | +106.5% | +11.3% | +95.2% | +100.5% |
| 3Y | +21.9% | +92.1% | -70.2% | +6.4% |
| 5Y | +69.7% | -70.5% | +140.2% | +76.7% |
| All | +35.4% | +107.7% | -72.3% | +7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling