+105.1%
DOCN vs APTV
-72.1%
+177.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.4% | +10.0% | +9.8% |
| 7D | +3.7% | -8.9% | +12.6% | +9.8% |
| 30D | -33.7% | -9.5% | -24.2% | -29.8% |
| 3M | -27.9% | -20.6% | -7.3% | -18.5% |
| 6M | -46.4% | -28.9% | -17.6% | -37.8% |
| YTD | +81.1% | -48.2% | +129.3% | +150.0% |
| 1Y | +74.3% | -51.7% | +126.0% | +152.1% |
| 3Y | +245.8% | -48.1% | +293.9% | +345.2% |
| 5Y | -23.7% | -76.7% | +52.9% | +74.2% |
| All | +105.1% | -72.1% | +177.1% | +340.3% |
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