+441.8%
APO vs DOCU
+104.2%
+337.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.1% |
| 7D | +0.8% | -5.5% | +6.3% | +2.2% |
| 30D | +1.0% | +12.6% | -11.6% | -1.9% |
| 3M | -8.4% | +36.4% | -44.8% | -15.4% |
| 6M | -9.1% | +66.8% | -75.9% | -20.7% |
| YTD | -18.3% | +13.5% | -31.8% | -22.5% |
| 1Y | -8.0% | +11.3% | -19.3% | -12.4% |
| 3Y | +47.1% | +92.1% | -45.0% | +20.0% |
| 5Y | +67.2% | -71.0% | +138.2% | +79.1% |
| All | +441.8% | +104.2% | +337.5% | +297.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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