+635.9%
APH vs DOCU
+107.7%
+528.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.4% | -9.1% |
| 7D | -12.7% | -3.2% | -9.5% | -12.3% |
| 30D | -19.2% | +15.7% | -34.8% | -20.9% |
| 3M | -16.7% | +37.3% | -54.0% | -20.8% |
| 6M | +5.1% | +63.1% | -58.0% | -3.3% |
| YTD | +6.6% | +15.4% | -8.8% | +2.5% |
| 1Y | +3.9% | +11.3% | -7.4% | +0.4% |
| 3Y | +246.0% | +92.1% | +154.0% | +198.4% |
| 5Y | +268.0% | -70.5% | +338.5% | +283.8% |
| All | +635.9% | +107.7% | +528.3% | +436.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling