+1,649.0%
APO vs DOC
+36.0%
+1,613.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.1% | +5.0% | +6.8% |
| 7D | +8.2% | +8.7% | -0.5% | +4.5% |
| 30D | +6.4% | +7.6% | -1.2% | +3.2% |
| 3M | -7.4% | -5.3% | -2.2% | -5.5% |
| 6M | -4.2% | +27.6% | -31.8% | -15.2% |
| YTD | -14.1% | +32.4% | -46.5% | -25.7% |
| 1Y | -4.4% | +22.9% | -27.2% | -14.5% |
| 3Y | +51.2% | +43.1% | +8.1% | +24.0% |
| 5Y | +75.0% | -21.4% | +96.4% | +87.0% |
| 10Y | +921.9% | +16.8% | +905.0% | +801.3% |
| All | +1,649.0% | +36.0% | +1,613.0% | +1,215.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling