+308.4%
APH vs DOCU
+80.0%
+228.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.2% | -51.0% | -48.2% |
| 7D | -48.7% | +7.2% | -55.9% | -49.4% |
| 30D | -51.9% | +19.0% | -70.9% | -53.4% |
| 3M | -43.6% | +34.3% | -77.9% | -46.5% |
| 6M | -37.5% | +48.0% | -85.5% | -42.0% |
| YTD | -38.6% | 0.0% | -38.7% | -39.8% |
| 1Y | -26.3% | -10.3% | -16.1% | -26.9% |
| 3Y | +89.2% | +32.4% | +56.8% | +72.3% |
| 5Y | +119.8% | -77.9% | +197.7% | +138.7% |
| All | +308.4% | +80.0% | +228.4% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling