+51.3%
APO vs DOCN
+226.8%
-175.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.1% | +0.2% |
| 7D | +8.1% | -12.1% | +20.2% | +10.1% |
| 30D | +3.4% | -41.0% | +44.5% | +12.2% |
| 3M | -6.6% | -38.7% | +32.1% | -0.5% |
| 6M | -7.1% | -51.5% | +44.4% | +2.3% |
| YTD | -14.1% | +65.3% | -79.4% | -33.4% |
| 1Y | -4.7% | +53.9% | -58.6% | -24.7% |
| 3Y | +51.3% | +215.6% | -164.2% | -4.8% |
| All | +51.3% | +226.8% | -175.5% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling