+283.5%
APH vs DOCU
+94.9%
+188.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.3% | -6.2% |
| 7D | -2.4% | -3.7% | +1.3% | -2.2% |
| 30D | -9.5% | +15.0% | -24.4% | -10.4% |
| 3M | -7.6% | +39.9% | -47.5% | -10.4% |
| 6M | +12.4% | +66.2% | -53.8% | +6.5% |
| YTD | +17.5% | +17.7% | -0.2% | +16.8% |
| 1Y | +16.4% | +13.7% | +2.7% | +16.2% |
| All | +283.5% | +94.9% | +188.6% | +233.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling