+252.3%
DOCN vs APD
+16.8%
+235.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.9% | -9.0% | -7.7% |
| 7D | -20.0% | +3.8% | -23.8% | -21.0% |
| 30D | -38.8% | +14.1% | -52.9% | -41.3% |
| 3M | -34.8% | +8.2% | -43.0% | -36.8% |
| 6M | -22.8% | +7.5% | -30.3% | -25.2% |
| YTD | +74.6% | +31.7% | +42.9% | +55.0% |
| 1Y | +116.4% | +35.1% | +81.4% | +87.9% |
| All | +252.3% | +16.8% | +235.5% | +205.9% |
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 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