+32.9%
APD vs DOCU
+11.4%
+21.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -1.0% | -3.1% |
| 7D | -0.7% | -3.2% | +2.5% | -1.0% |
| 30D | +10.1% | +15.7% | -5.5% | +11.5% |
| 3M | +4.9% | +37.3% | -32.4% | +8.1% |
| 6M | +2.5% | +63.1% | -60.7% | +8.2% |
| YTD | +27.8% | +15.4% | +12.4% | +34.0% |
| 1Y | +32.9% | +11.3% | +21.6% | +40.4% |
| All | +32.9% | +11.4% | +21.5% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling