+67.0%
APO vs DOCU
-71.0%
+138.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | 0.0% |
| 7D | +0.8% | -5.5% | +6.3% | +2.3% |
| 30D | +1.0% | +12.6% | -11.6% | -2.3% |
| 3M | -8.4% | +36.4% | -44.8% | -16.3% |
| 6M | -9.1% | +66.8% | -75.9% | -22.3% |
| YTD | -18.3% | +13.5% | -31.8% | -23.0% |
| 1Y | -8.0% | +11.3% | -19.3% | -13.0% |
| 3Y | +47.1% | +92.1% | -45.0% | +15.4% |
| All | +67.0% | -71.0% | +138.0% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling