+53.9%
DOCN vs APD
+23.0%
+30.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | -12.1% | -0.2% | -11.9% | -12.1% |
| 30D | -41.0% | +11.0% | -52.0% | -39.9% |
| 3M | -38.7% | +2.0% | -40.7% | -37.9% |
| 6M | -51.5% | +7.1% | -58.6% | -51.1% |
| YTD | +65.3% | +29.8% | +35.5% | +69.2% |
| 1Y | +53.9% | +24.0% | +29.9% | +55.9% |
| All | +53.9% | +23.0% | +30.9% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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