-25.5%
APTV vs DOCU
+63.4%
-88.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.6% | -5.4% |
| 7D | -8.1% | -3.2% | -4.8% | -7.8% |
| 30D | -8.7% | +15.7% | -24.3% | -9.4% |
| 3M | -13.1% | +37.3% | -50.4% | -14.6% |
| 6M | -25.5% | +63.1% | -88.6% | -25.4% |
| All | -25.5% | +63.4% | -88.9% | -25.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling