-5.1%
APO vs DOCN
+55.6%
-60.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.0% | -3.4% | +4.2% |
| 7D | +2.3% | -12.8% | +15.1% | +2.9% |
| 30D | +3.0% | -41.9% | +44.9% | +5.9% |
| 3M | -3.7% | -36.9% | +33.2% | -1.8% |
| 6M | -7.5% | -52.2% | +44.8% | -4.0% |
| YTD | -14.5% | +62.7% | -77.2% | -24.3% |
| All | -5.1% | +55.6% | -60.7% | -13.2% |
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