-41.9%
APTV vs DOCU
+94.9%
-136.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | -1.9% | -3.7% | +1.8% | -1.3% |
| 30D | -1.4% | +15.0% | -16.4% | -3.5% |
| 3M | -9.3% | +39.9% | -49.2% | -14.0% |
| 6M | -27.3% | +66.2% | -93.5% | -33.3% |
| YTD | -43.1% | +17.7% | -60.8% | -45.0% |
| 1Y | -46.5% | +13.7% | -60.2% | -48.0% |
| All | -41.9% | +94.9% | -136.8% | -54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling