+188.7%
APO vs DOCN
+102.5%
+86.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -7.2% | +15.3% | +9.4% |
| 7D | +8.2% | -20.0% | +28.2% | +12.5% |
| 30D | +6.4% | -38.8% | +45.2% | +15.8% |
| 3M | -7.4% | -34.8% | +27.4% | -1.7% |
| 6M | -4.2% | -22.8% | +18.6% | -5.1% |
| YTD | -14.1% | +74.6% | -88.7% | -31.2% |
| 1Y | -4.4% | +116.4% | -120.8% | -27.6% |
| 3Y | +51.2% | +239.3% | -188.1% | -1.1% |
| 5Y | +75.0% | -20.2% | +95.2% | +30.9% |
| All | +188.7% | +102.5% | +86.2% | +100.6% |
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 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