+19.4%
APD vs DOCU
-71.6%
+90.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +3.8% | -3.7% | +7.5% | +4.1% |
| 30D | +14.1% | +15.0% | -0.8% | +12.8% |
| 3M | +8.2% | +39.9% | -31.7% | +5.1% |
| 6M | +7.5% | +66.2% | -58.6% | +2.6% |
| YTD | +31.7% | +17.7% | +14.0% | +29.4% |
| 1Y | +35.1% | +13.7% | +21.4% | +33.0% |
| 3Y | +16.8% | +95.9% | -79.1% | +6.8% |
| 5Y | +19.4% | -71.7% | +91.0% | +13.0% |
| All | +19.4% | -71.6% | +90.9% | +13.0% |
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