+70.5%
DOCN vs APTV
-72.1%
+142.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +4.5% |
| 7D | -19.2% | -10.2% | -8.9% | -14.1% |
| 30D | -43.1% | -10.8% | -32.2% | -39.3% |
| 3M | -40.7% | -14.8% | -25.9% | -35.8% |
| 6M | -55.0% | -30.6% | -24.4% | -46.9% |
| YTD | +50.6% | -48.2% | +98.8% | +107.8% |
| 1Y | +54.0% | -52.0% | +105.9% | +123.5% |
| 3Y | +203.9% | -47.0% | +250.9% | +285.3% |
| 5Y | -29.4% | -77.5% | +48.1% | +63.1% |
| All | +70.5% | -72.1% | +142.6% | +266.0% |
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