+47.7%
APO vs DOCS
+50.6%
-2.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.3% | -0.2% | -3.9% |
| 7D | -1.1% | -1.3% | +0.3% | -0.9% |
| 30D | +1.1% | +19.4% | -18.3% | -1.0% |
| 3M | -9.2% | +53.4% | -62.6% | -14.5% |
| 6M | -9.2% | +28.8% | -38.0% | -13.1% |
| YTD | -18.0% | -25.1% | +7.1% | -15.6% |
| 1Y | -10.9% | -48.1% | +37.3% | -3.5% |
| All | +47.7% | +50.6% | -2.9% | +45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling