+520.3%
APO vs DOCU
+80.0%
+440.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -1.5% |
| 7D | -1.0% | +6.9% | -7.9% | -2.6% |
| 30D | +3.5% | +19.0% | -15.5% | -0.9% |
| 3M | +4.5% | +34.3% | -29.8% | -3.3% |
| 6M | +22.8% | +48.0% | -25.2% | +10.3% |
| YTD | -6.5% | 0.0% | -6.5% | -8.3% |
| 1Y | +0.8% | -10.3% | +11.1% | +1.0% |
| 3Y | +62.0% | +32.4% | +29.6% | +44.2% |
| 5Y | +138.2% | -77.9% | +216.2% | +170.4% |
| All | +520.3% | +80.0% | +440.3% | +370.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling