+125.6%
APD vs DOCU
+104.2%
+21.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | -3.7% | -5.5% | +1.9% | -3.2% |
| 30D | +9.6% | +12.6% | -3.0% | +8.4% |
| 3M | +1.6% | +36.4% | -34.8% | -1.4% |
| 6M | +2.2% | +66.8% | -64.6% | -3.1% |
| YTD | +25.9% | +13.5% | +12.4% | +23.5% |
| 1Y | +20.1% | +11.3% | +8.8% | +18.0% |
| 3Y | +12.4% | +92.1% | -79.7% | +2.2% |
| 5Y | +11.1% | -71.0% | +82.1% | +14.9% |
| All | +125.6% | +104.2% | +21.4% | +77.1% |
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