+240.7%
DOCN vs APA
+40.8%
+199.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.6% | +6.0% | +8.7% |
| 7D | +3.7% | +5.1% | -1.3% | +2.6% |
| 30D | -33.7% | +0.3% | -34.0% | -33.9% |
| 3M | -27.9% | +15.6% | -43.5% | -31.1% |
| 6M | -46.4% | +28.9% | -75.3% | -50.7% |
| YTD | +81.1% | +96.6% | -15.4% | +44.3% |
| 1Y | +74.3% | +95.5% | -21.2% | +38.8% |
| All | +240.7% | +40.8% | +199.9% | +171.5% |
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