+91.0%
DOCN vs APA
+107.6%
-16.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.6% | -5.8% | -4.3% |
| 7D | +19.1% | +8.5% | +10.6% | +18.4% |
| 30D | -21.0% | +2.8% | -23.8% | -21.4% |
| 3M | -34.7% | +21.7% | -56.5% | -35.9% |
| 6M | -45.8% | +32.6% | -78.4% | -47.3% |
| YTD | +79.4% | +103.7% | -24.3% | +70.9% |
| 1Y | +91.0% | +101.8% | -10.8% | +83.1% |
| All | +91.0% | +107.6% | -16.6% | +83.1% |
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 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