+711.6%
APH vs DOCU
+111.8%
+599.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.3% | -6.2% |
| 7D | -2.4% | -3.7% | +1.3% | -1.9% |
| 30D | -9.5% | +15.0% | -24.4% | -11.4% |
| 3M | -7.6% | +39.9% | -47.5% | -12.5% |
| 6M | +12.4% | +66.2% | -53.8% | +3.1% |
| YTD | +17.5% | +17.7% | -0.2% | +12.8% |
| 1Y | +16.4% | +13.7% | +2.7% | +12.2% |
| 3Y | +281.6% | +95.9% | +185.7% | +228.1% |
| 5Y | +317.7% | -71.7% | +389.4% | +338.2% |
| All | +711.6% | +111.8% | +599.8% | +490.0% |
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