+51.5%
DOCN vs APA
+89.4%
-37.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.2% | +8.2% | +8.0% |
| 7D | -12.8% | -8.7% | -4.1% | -12.6% |
| 30D | -41.9% | -2.4% | -39.5% | -42.0% |
| 3M | -36.9% | +19.0% | -55.9% | -37.9% |
| 6M | -52.2% | +26.8% | -79.0% | -53.4% |
| YTD | +62.7% | +87.3% | -24.6% | +57.8% |
| All | +51.5% | +89.4% | -37.9% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling