+84.2%
DOCN vs APTV
-71.7%
+156.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.2% | +6.8% | +7.3% |
| 7D | -12.8% | -9.8% | -3.0% | -7.6% |
| 30D | -41.9% | -8.9% | -33.0% | -38.7% |
| 3M | -36.9% | -19.5% | -17.5% | -29.3% |
| 6M | -52.2% | -31.1% | -21.1% | -43.4% |
| YTD | +62.7% | -47.5% | +110.3% | +123.0% |
| 1Y | +58.2% | -52.3% | +110.5% | +131.3% |
| 3Y | +219.5% | -45.2% | +264.6% | +294.6% |
| 5Y | -32.9% | -76.9% | +44.0% | +53.3% |
| All | +84.2% | -71.7% | +156.0% | +292.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling