-45.1%
APTV vs DOCU
+91.1%
-136.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.6% | -5.3% |
| 7D | -8.1% | -3.2% | -4.8% | -7.6% |
| 30D | -8.7% | +15.7% | -24.3% | -10.6% |
| 3M | -13.1% | +37.3% | -50.4% | -17.3% |
| 6M | -25.5% | +63.1% | -88.6% | -31.4% |
| YTD | -46.3% | +15.4% | -61.7% | -47.9% |
| 1Y | -51.1% | +11.3% | -62.5% | -52.4% |
| All | -45.1% | +91.1% | -136.2% | -56.9% |
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