+242.5%
APLD vs DOCU
-18.3%
+260.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -18.5% | -3.7% | -14.8% | -17.4% |
| 30D | -32.8% | +15.0% | -47.7% | -36.6% |
| 3M | -46.9% | +39.9% | -86.8% | -54.6% |
| 6M | -53.4% | +66.2% | -119.5% | -64.6% |
| YTD | -32.3% | +17.7% | -49.9% | -41.0% |
| 1Y | -46.5% | +13.7% | -60.2% | -52.3% |
| 3Y | +204.2% | +95.9% | +108.3% | +75.7% |
| All | +242.5% | -18.3% | +260.7% | +189.9% |
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