+317.7%
APH vs DOCS
-53.1%
+370.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.3% | -12.5% | -6.7% |
| 7D | -2.4% | +1.2% | -3.6% | -2.5% |
| 30D | -9.5% | +21.3% | -30.8% | -11.0% |
| 3M | -7.6% | +58.4% | -66.0% | -11.9% |
| 6M | +12.4% | +39.3% | -26.9% | +7.9% |
| YTD | +17.5% | -21.7% | +39.2% | +19.6% |
| 1Y | +16.4% | -47.3% | +63.7% | +24.0% |
| 3Y | +281.6% | +58.2% | +223.5% | +245.5% |
| 5Y | +317.7% | -52.3% | +370.0% | +299.3% |
| All | +317.7% | -53.1% | +370.9% | +299.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling