+54.0%
DOCN vs APA
+98.8%
-44.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +2.4% |
| 7D | -19.2% | -15.5% | -3.6% | -18.9% |
| 30D | -43.1% | +2.4% | -45.4% | -43.2% |
| 3M | -40.7% | +22.8% | -63.5% | -41.8% |
| 6M | -55.0% | +17.9% | -72.9% | -55.9% |
| YTD | +50.6% | +87.7% | -37.1% | +44.6% |
| 1Y | +54.0% | +94.2% | -40.2% | +44.9% |
| All | +54.0% | +98.8% | -44.9% | +44.9% |
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