-4.4%
APO vs DOCS
-47.4%
+43.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +6.3% | +1.8% | +7.7% |
| 7D | +8.2% | +1.2% | +7.0% | +8.1% |
| 30D | +6.4% | +21.3% | -14.9% | +5.4% |
| 3M | -7.4% | +58.4% | -65.8% | -9.4% |
| 6M | -4.2% | +39.3% | -43.5% | -5.4% |
| YTD | -14.1% | -21.7% | +7.6% | -15.0% |
| 1Y | -4.4% | -47.3% | +42.9% | -1.8% |
| All | -4.4% | -47.4% | +43.1% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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