+285.6%
APH vs DOCU
+33.7%
+252.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.5% |
| 7D | +5.0% | +6.9% | -1.9% | +4.3% |
| 30D | -3.9% | +19.0% | -22.9% | -5.6% |
| 3M | +13.0% | +34.3% | -21.3% | +9.2% |
| 6M | +25.2% | +48.0% | -22.9% | +18.8% |
| YTD | +22.9% | 0.0% | +22.9% | +23.7% |
| 1Y | +47.8% | -10.3% | +58.1% | +50.7% |
| All | +285.6% | +33.7% | +252.0% | +240.1% |
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 2023-09-04 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling