+0.8%
APO vs DOCN
+254.3%
-253.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.8% |
| 7D | -1.0% | +1.1% | -2.1% | -1.1% |
| 30D | +3.5% | -9.6% | +13.1% | +3.9% |
| 3M | +4.5% | -37.7% | +42.2% | +7.7% |
| 6M | +22.8% | +115.2% | -92.4% | +11.1% |
| YTD | -6.5% | +133.7% | -140.2% | -16.8% |
| 1Y | +0.8% | +250.2% | -249.3% | -14.8% |
| All | +0.8% | +254.3% | -253.5% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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