-77.2%
APTV vs DOCU
-71.0%
-6.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.1% |
| 7D | -10.2% | -5.5% | -4.7% | -9.0% |
| 30D | -10.8% | +12.6% | -23.5% | -13.4% |
| 3M | -14.8% | +36.4% | -51.2% | -21.3% |
| 6M | -30.6% | +66.8% | -97.4% | -39.5% |
| YTD | -48.2% | +13.5% | -61.6% | -50.8% |
| 1Y | -52.0% | +11.3% | -63.3% | -54.3% |
| 3Y | -47.0% | +92.1% | -139.1% | -59.4% |
| All | -77.2% | -71.0% | -6.2% | -78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling