+175.8%
APO vs DOCN
+70.4%
+105.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -15.9% | +11.4% | -1.5% |
| 7D | -1.1% | -29.3% | +28.2% | +5.1% |
| 30D | +1.1% | -46.0% | +47.2% | +12.5% |
| 3M | -9.2% | -43.2% | +34.0% | -1.3% |
| 6M | -9.2% | -53.7% | +44.5% | +1.1% |
| YTD | -18.0% | +46.9% | -64.9% | -32.3% |
| 1Y | -10.9% | +54.3% | -65.2% | -27.4% |
| 3Y | +44.4% | +185.5% | -141.1% | -2.6% |
| 5Y | +67.9% | -31.1% | +99.0% | +29.2% |
| All | +175.8% | +70.4% | +105.4% | +97.6% |
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