+16.4%
APH vs DOCN
+110.0%
-93.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -7.2% | +1.0% | -5.1% |
| 7D | -2.4% | -20.0% | +17.6% | +0.6% |
| 30D | -9.5% | -38.8% | +29.3% | -3.9% |
| 3M | -7.6% | -34.8% | +27.2% | -3.0% |
| 6M | +12.4% | -22.8% | +35.2% | +15.1% |
| YTD | +17.5% | +74.6% | -57.1% | -1.4% |
| 1Y | +16.4% | +116.4% | -100.0% | -7.3% |
| All | +16.4% | +110.0% | -93.6% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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