+190.4%
APO vs DOCN
+108.0%
+82.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +2.5% |
| 7D | +5.8% | +19.1% | -13.3% | +2.2% |
| 30D | +8.9% | -21.0% | +29.9% | +12.7% |
| 3M | -13.6% | -34.7% | +21.1% | -8.4% |
| 6M | -5.4% | -45.8% | +40.4% | +2.4% |
| YTD | -13.6% | +79.4% | -93.0% | -31.4% |
| 1Y | -2.5% | +91.0% | -93.5% | -23.8% |
| 3Y | +50.9% | +237.5% | -186.6% | -1.4% |
| 5Y | +81.4% | -30.4% | +111.8% | +36.5% |
| All | +190.4% | +108.0% | +82.4% | +100.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling