-76.9%
APTV vs DOCU
-71.6%
-5.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | -4.3% | -3.4% | -0.9% | -3.5% |
| 30D | -9.7% | +9.3% | -18.9% | -11.6% |
| 3M | -20.6% | +30.2% | -50.8% | -25.8% |
| 6M | -31.7% | +62.1% | -93.8% | -40.1% |
| YTD | -48.0% | +13.5% | -61.5% | -50.7% |
| 1Y | -52.1% | +11.5% | -63.6% | -54.4% |
| 3Y | -47.9% | +89.5% | -137.4% | -60.0% |
| 5Y | -76.9% | -69.6% | -7.3% | -78.0% |
| All | -76.9% | -71.6% | -5.3% | -78.0% |
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