+111.9%
DOCN vs APA
+198.3%
-86.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.0% | +1.4% | +2.8% |
| 7D | +27.4% | +9.6% | +17.8% | +24.3% |
| 30D | -29.7% | -0.2% | -29.5% | -29.9% |
| 3M | -32.5% | +19.8% | -52.3% | -36.3% |
| 6M | -42.2% | +30.1% | -72.2% | -47.1% |
| YTD | +87.2% | +100.4% | -13.2% | +47.8% |
| 1Y | +86.2% | +105.2% | -19.0% | +45.6% |
| 3Y | +257.4% | +44.6% | +212.8% | +192.3% |
| 5Y | -27.4% | +88.8% | -116.2% | -47.8% |
| All | +111.9% | +198.3% | -86.3% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling