+137.9%
APO vs DOCS
-73.4%
+211.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.2% |
| 7D | -1.0% | -1.4% | +0.4% | -0.8% |
| 30D | +3.5% | +21.8% | -18.4% | -0.8% |
| 3M | +4.5% | +27.3% | -22.8% | -0.8% |
| 6M | +22.8% | -0.3% | +23.1% | +20.3% |
| YTD | -6.5% | -40.5% | +34.0% | 0.0% |
| 1Y | +0.8% | -61.5% | +62.4% | +16.3% |
| 3Y | +62.0% | +8.2% | +53.8% | +47.0% |
| All | +137.9% | -73.4% | +211.3% | +156.9% |
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