-68.2%
APTV vs DOCU
-78.0%
+9.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +2.2% |
| 7D | +4.8% | +6.9% | -2.1% | +3.2% |
| 30D | +2.0% | +19.0% | -17.0% | -2.3% |
| 3M | -34.2% | +34.3% | -68.5% | -39.3% |
| 6M | -34.7% | +48.0% | -82.7% | -41.6% |
| YTD | -37.0% | 0.0% | -37.0% | -38.2% |
| 1Y | -40.4% | -10.3% | -30.1% | -40.4% |
| 3Y | -54.1% | +32.4% | -86.5% | -61.0% |
| All | -68.2% | -78.0% | +9.8% | -68.4% |
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