+164.6%
DOCN vs APTV
-66.0%
+230.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.2% | +1.0% |
| 7D | +1.1% | +4.8% | -3.7% | -1.6% |
| 30D | -9.6% | +2.0% | -11.6% | -11.0% |
| 3M | -37.7% | -34.2% | -3.4% | -21.5% |
| 6M | +115.2% | -34.7% | +149.9% | +163.7% |
| YTD | +133.7% | -37.0% | +170.7% | +190.6% |
| 1Y | +250.2% | -40.4% | +290.6% | +352.7% |
| 3Y | +320.3% | -54.1% | +374.4% | +524.9% |
| 5Y | +53.1% | -68.0% | +121.1% | +199.9% |
| All | +164.6% | -66.0% | +230.7% | +411.8% |
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