+103.1%
DOCN vs APTV
-72.6%
+175.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.1% |
| 7D | +19.1% | -1.7% | +20.8% | +20.3% |
| 30D | -21.0% | -11.6% | -9.4% | -15.4% |
| 3M | -34.7% | -21.2% | -13.6% | -25.8% |
| 6M | -45.8% | -28.5% | -17.3% | -37.3% |
| YTD | +79.4% | -49.1% | +128.5% | +149.9% |
| 1Y | +91.0% | -52.2% | +143.2% | +177.4% |
| 3Y | +237.5% | -48.6% | +286.1% | +336.1% |
| 5Y | -30.4% | -77.3% | +46.9% | +61.0% |
| All | +103.1% | -72.6% | +175.7% | +340.2% |
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