-51.8%
APTV vs DOCU
+107.7%
-159.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.6% | -5.2% |
| 7D | -8.1% | -3.2% | -4.8% | -7.4% |
| 30D | -8.7% | +15.7% | -24.3% | -11.6% |
| 3M | -13.1% | +37.3% | -50.4% | -19.2% |
| 6M | -25.5% | +63.1% | -88.6% | -34.0% |
| YTD | -46.3% | +15.4% | -61.7% | -49.1% |
| 1Y | -51.1% | +11.3% | -62.5% | -53.3% |
| 3Y | -47.3% | +92.1% | -139.4% | -57.8% |
| 5Y | -76.7% | -70.5% | -6.2% | -75.5% |
| All | -51.8% | +107.7% | -159.4% | -66.2% |
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 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