+60.1%
DOCN vs APTV
-67.9%
+127.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.2% | +1.0% |
| 7D | +1.1% | +4.8% | -3.7% | -1.7% |
| 30D | -9.6% | +2.0% | -11.6% | -11.0% |
| 3M | -37.7% | -34.2% | -3.4% | -21.1% |
| 6M | +115.2% | -34.7% | +149.9% | +165.1% |
| YTD | +133.7% | -37.0% | +170.7% | +192.1% |
| 1Y | +250.2% | -40.4% | +290.6% | +355.7% |
| 3Y | +320.3% | -54.1% | +374.4% | +534.9% |
| All | +60.1% | -67.9% | +127.9% | +250.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling