+192.2%
APLD vs DOCU
-19.9%
+212.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -2.0% | -12.7% | -13.9% |
| 7D | -27.0% | -3.2% | -23.8% | -26.0% |
| 30D | -44.1% | +15.7% | -59.8% | -47.4% |
| 3M | -52.6% | +37.3% | -89.8% | -59.1% |
| 6M | -64.5% | +63.1% | -127.6% | -72.8% |
| YTD | -42.2% | +15.4% | -57.6% | -49.2% |
| 1Y | -57.2% | +11.3% | -68.5% | -61.4% |
| 3Y | +159.5% | +92.1% | +67.5% | +51.2% |
| All | +192.2% | -19.9% | +212.0% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling