-7.7%
APO vs DOCS
-37.2%
+29.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +3.5% | +0.1% | +3.4% | +3.5% |
| 30D | +4.4% | +8.7% | -4.3% | +3.9% |
| 3M | -12.1% | +32.9% | -44.9% | -13.5% |
| 6M | -7.2% | +25.5% | -32.8% | -7.4% |
| YTD | -15.1% | -25.0% | +9.9% | -13.2% |
| 1Y | -7.7% | -34.9% | +27.2% | -2.8% |
| All | -7.7% | -37.2% | +29.6% | -2.8% |
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