+122.9%
APH vs DOCN
+54.1%
+68.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -48.1% |
| 7D | -48.7% | -7.6% | -41.1% | -48.2% |
| 30D | -51.9% | -9.6% | -42.3% | -51.3% |
| 3M | -43.6% | -37.7% | -5.9% | -39.8% |
| 6M | -37.5% | +115.2% | -152.7% | -47.9% |
| YTD | -38.6% | +133.7% | -172.4% | -49.9% |
| 1Y | -26.3% | +250.2% | -276.5% | -44.5% |
| 3Y | +89.2% | +320.3% | -231.1% | +32.7% |
| All | +122.9% | +54.1% | +68.8% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling