+355.9%
APH vs DOCU
-78.0%
+433.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.4% |
| 7D | +5.0% | +6.9% | -1.9% | +4.0% |
| 30D | -3.9% | +19.0% | -22.9% | -6.4% |
| 3M | +13.0% | +34.3% | -21.3% | +7.6% |
| 6M | +25.2% | +48.0% | -22.9% | +16.8% |
| YTD | +22.9% | 0.0% | +22.9% | +21.5% |
| 1Y | +47.8% | -10.3% | +58.1% | +47.9% |
| 3Y | +283.0% | +32.4% | +250.6% | +249.8% |
| All | +355.9% | -78.0% | +433.9% | +360.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded DOCU 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling