+196.4%
DOCN vs APA
+21.0%
+175.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.3% | -13.6% | -15.3% |
| 7D | -29.3% | -15.6% | -13.7% | -26.5% |
| 30D | -46.0% | -0.9% | -45.1% | -46.1% |
| 3M | -43.2% | +26.1% | -69.3% | -47.1% |
| 6M | -53.7% | +6.1% | -59.8% | -55.2% |
| YTD | +46.9% | +82.8% | -35.9% | +19.4% |
| 1Y | +54.3% | +106.5% | -52.1% | +20.1% |
| All | +196.4% | +21.0% | +175.4% | +148.0% |
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