-8.0%
APO vs DOCN
+50.9%
-58.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -3.0% | -0.6% |
| 7D | +0.8% | -19.2% | +19.9% | +1.9% |
| 30D | +1.0% | -43.1% | +44.1% | +4.1% |
| 3M | -8.4% | -40.7% | +32.3% | -6.2% |
| 6M | -9.1% | -55.0% | +45.9% | -5.4% |
| YTD | -18.3% | +50.6% | -69.0% | -27.3% |
| 1Y | -8.0% | +54.0% | -61.9% | -18.5% |
| All | -8.0% | +50.9% | -58.9% | -18.5% |
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