+409.1%
APH vs DOCS
-36.0%
+445.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +1.1% |
| 7D | +5.0% | -1.4% | +6.4% | +5.1% |
| 30D | -3.9% | +21.8% | -25.7% | -5.8% |
| 3M | +13.0% | +27.3% | -14.3% | +10.2% |
| 6M | +25.2% | -0.3% | +25.5% | +24.0% |
| YTD | +22.9% | -40.5% | +63.4% | +27.3% |
| 1Y | +47.8% | -61.5% | +109.4% | +59.5% |
| 3Y | +283.0% | +8.2% | +274.9% | +266.8% |
| 5Y | +349.7% | -73.4% | +423.1% | +344.3% |
| All | +409.1% | -36.0% | +445.1% | +405.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded DOCS 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling