+324.3%
DOCN vs APA
+5.6%
+318.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +6.0% | +3.6% |
| 7D | +1.1% | +0.5% | +0.6% | +0.9% |
| 30D | -9.6% | +23.4% | -33.0% | -14.7% |
| 3M | -37.7% | +12.7% | -50.4% | -40.0% |
| 6M | +115.2% | +39.4% | +75.8% | +92.2% |
| YTD | +133.7% | +79.0% | +54.8% | +92.8% |
| 1Y | +250.2% | +88.8% | +161.3% | +180.7% |
| All | +324.3% | +5.6% | +318.6% | +236.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling