+214.3%
APO vs DOCN
+171.0%
+43.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -1.2% |
| 7D | -1.0% | +1.1% | -2.1% | -1.3% |
| 30D | +3.5% | -9.6% | +13.1% | +4.8% |
| 3M | +4.5% | -37.7% | +42.2% | +12.9% |
| 6M | +22.8% | +115.2% | -92.4% | -2.5% |
| YTD | -6.5% | +133.7% | -140.2% | -28.0% |
| 1Y | +0.8% | +250.2% | -249.3% | -30.4% |
| 3Y | +62.0% | +320.3% | -258.3% | +2.9% |
| 5Y | +138.2% | +53.1% | +85.1% | +65.6% |
| All | +214.3% | +171.0% | +43.3% | +110.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling