-10.9%
APO vs DOC
+21.7%
-32.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.2% | -4.4% |
| 7D | -1.1% | +6.2% | -7.3% | -1.6% |
| 30D | +1.1% | +6.5% | -5.3% | +0.5% |
| 3M | -9.2% | -6.2% | -3.0% | -9.3% |
| 6M | -9.2% | +25.6% | -34.8% | -11.6% |
| YTD | -18.0% | +32.1% | -50.0% | -21.0% |
| 1Y | -10.9% | +20.3% | -31.2% | -12.0% |
| All | -10.9% | +21.7% | -32.6% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling