-52.9%
APTV vs DOCU
+104.6%
-157.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -9.8% | -4.8% | -5.0% | -8.8% |
| 30D | -8.9% | +9.4% | -18.3% | -10.7% |
| 3M | -19.5% | +29.0% | -48.5% | -24.2% |
| 6M | -31.1% | +62.3% | -93.4% | -38.8% |
| YTD | -47.5% | +13.7% | -61.2% | -50.1% |
| 1Y | -52.3% | +11.5% | -63.8% | -54.5% |
| 3Y | -45.2% | +94.2% | -139.4% | -56.2% |
| 5Y | -76.9% | -71.7% | -5.1% | -75.5% |
| All | -52.9% | +104.6% | -157.5% | -66.8% |
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 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