+443.7%
APLD vs DOCU
-30.5%
+474.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +0.3% |
| 7D | +4.1% | +6.9% | -2.8% | +1.3% |
| 30D | -11.7% | +19.0% | -30.7% | -18.4% |
| 3M | -40.3% | +34.3% | -74.6% | -48.9% |
| 6M | -8.0% | +48.0% | -56.0% | -27.5% |
| YTD | +7.5% | 0.0% | +7.5% | +1.3% |
| 1Y | +84.0% | -10.3% | +94.3% | +80.7% |
| 3Y | +356.2% | +32.4% | +323.8% | +228.0% |
| All | +443.7% | -30.5% | +474.3% | +397.7% |
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