+129.7%
APO vs DOCS
-20.2%
+149.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.6% | +4.5% |
| 7D | +2.3% | 0.0% | +2.3% | +2.4% |
| 30D | +3.0% | +7.8% | -4.8% | +1.9% |
| 3M | -3.7% | +20.0% | -23.7% | -6.5% |
| 6M | -7.5% | +26.5% | -34.0% | -12.2% |
| YTD | -14.5% | -25.8% | +11.2% | -12.4% |
| 1Y | -6.2% | -39.5% | +33.3% | -0.9% |
| 3Y | +51.9% | +60.3% | -8.4% | +33.0% |
| 5Y | +76.5% | -57.0% | +133.5% | +70.5% |
| All | +129.7% | -20.2% | +149.8% | +126.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling