+60.1%
DOCN vs APA
+156.4%
-96.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +6.0% | +3.7% |
| 7D | +1.1% | +0.5% | +0.6% | +0.9% |
| 30D | -9.6% | +23.4% | -33.0% | -15.5% |
| 3M | -37.7% | +12.7% | -50.4% | -40.4% |
| 6M | +115.2% | +39.4% | +75.8% | +90.1% |
| YTD | +133.7% | +79.0% | +54.8% | +89.2% |
| 1Y | +250.2% | +88.8% | +161.3% | +175.2% |
| 3Y | +320.3% | +6.4% | +313.9% | +276.3% |
| All | +60.1% | +156.4% | -96.3% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling