+67.0%
APO vs DOCS
-51.8%
+118.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.1% |
| 7D | +0.8% | -0.8% | +1.5% | +1.0% |
| 30D | +1.0% | +17.4% | -16.4% | -1.7% |
| 3M | -8.4% | +57.4% | -65.8% | -16.2% |
| 6M | -9.1% | +26.5% | -35.7% | -14.6% |
| YTD | -18.3% | -26.6% | +8.2% | -15.7% |
| 1Y | -8.0% | -48.1% | +40.1% | +1.0% |
| 3Y | +47.1% | +52.6% | -5.6% | +24.1% |
| All | +67.0% | -51.8% | +118.8% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling