+54.0%
DOCN vs APTV
-52.5%
+106.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +2.7% |
| 7D | -19.2% | -10.2% | -8.9% | -18.6% |
| 30D | -43.1% | -10.8% | -32.2% | -42.7% |
| 3M | -40.7% | -14.8% | -25.9% | -40.3% |
| 6M | -55.0% | -30.6% | -24.4% | -53.9% |
| YTD | +50.6% | -48.2% | +98.8% | +65.0% |
| 1Y | +54.0% | -52.0% | +105.9% | +73.7% |
| All | +54.0% | -52.5% | +106.5% | +73.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling