+0.8%
APO vs DOCS
-60.9%
+61.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.4% |
| 7D | -1.0% | -1.4% | +0.4% | -0.9% |
| 30D | +3.5% | +21.8% | -18.4% | +2.1% |
| 3M | +4.5% | +27.3% | -22.8% | +2.9% |
| 6M | +22.8% | -0.3% | +23.1% | +22.5% |
| YTD | -6.5% | -40.5% | +34.0% | -2.6% |
| 1Y | +0.8% | -61.5% | +62.4% | +11.4% |
| All | +0.8% | -60.9% | +61.7% | +11.4% |
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