+137.9%
APO vs DOC
-24.5%
+162.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | -1.0% | -1.5% | +0.5% | -0.4% |
| 30D | +3.5% | -4.8% | +8.2% | +5.4% |
| 3M | +4.5% | +6.9% | -2.3% | +0.8% |
| 6M | +22.8% | +20.7% | +2.0% | +11.1% |
| YTD | -6.5% | +34.1% | -40.6% | -20.1% |
| 1Y | +0.8% | +22.6% | -21.8% | -10.1% |
| 3Y | +62.0% | +20.8% | +41.1% | +44.8% |
| All | +137.9% | -24.5% | +162.4% | +165.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling