+324.3%
DOCN vs APD
+9.1%
+315.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.2% |
| 7D | +1.1% | -2.2% | +3.3% | +1.9% |
| 30D | -9.6% | +2.1% | -11.7% | -10.7% |
| 3M | -37.7% | +7.2% | -44.9% | -40.1% |
| 6M | +115.2% | +11.2% | +104.0% | +104.2% |
| YTD | +133.7% | +24.4% | +109.3% | +109.9% |
| 1Y | +250.2% | +6.7% | +243.5% | +237.6% |
| All | +324.3% | +9.1% | +315.1% | +283.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling