+75.8%
APO vs DOCU
-71.3%
+147.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.2% | +7.9% | +8.1% |
| 7D | +8.2% | -3.7% | +11.9% | +9.3% |
| 30D | +6.4% | +15.0% | -8.5% | +2.3% |
| 3M | -7.4% | +39.9% | -47.4% | -16.0% |
| 6M | -4.2% | +66.2% | -70.3% | -18.0% |
| YTD | -14.1% | +17.7% | -31.8% | -19.9% |
| 1Y | -4.4% | +13.7% | -18.1% | -10.0% |
| 3Y | +51.2% | +95.9% | -44.7% | +18.0% |
| All | +75.8% | -71.3% | +147.1% | +69.7% |
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