+148.9%
APH vs DOCS
-36.0%
+184.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.3% | -46.4% | -47.7% |
| 7D | -48.7% | +3.0% | -51.7% | -48.8% |
| 30D | -51.9% | +21.8% | -73.8% | -52.8% |
| 3M | -43.6% | +27.3% | -70.9% | -44.9% |
| 6M | -37.5% | -0.3% | -37.2% | -38.1% |
| YTD | -38.6% | -40.5% | +1.9% | -36.4% |
| 1Y | -26.3% | -61.5% | +35.2% | -20.4% |
| 3Y | +89.2% | +8.2% | +81.0% | +81.4% |
| 5Y | +119.8% | -73.4% | +193.2% | +117.4% |
| All | +148.9% | -36.0% | +184.9% | +147.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling