+47.8%
APH vs DOCS
-60.9%
+108.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +0.6% |
| 7D | +5.0% | -1.4% | +6.4% | +4.8% |
| 30D | -3.9% | +21.8% | -25.7% | -2.1% |
| 3M | +13.0% | +27.3% | -14.3% | +15.7% |
| 6M | +25.2% | -0.3% | +25.5% | +26.1% |
| YTD | +22.9% | -40.5% | +63.4% | +24.7% |
| 1Y | +47.8% | -61.5% | +109.4% | +60.0% |
| All | +47.8% | -60.9% | +108.7% | +60.0% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling