-31.1%
DOCN vs APTV
-77.3%
+46.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.6% | -10.3% | -12.6% |
| 7D | -29.3% | -8.1% | -21.2% | -25.7% |
| 30D | -46.0% | -8.7% | -37.4% | -43.1% |
| 3M | -43.2% | -13.1% | -30.1% | -39.0% |
| 6M | -53.7% | -25.5% | -28.2% | -47.6% |
| YTD | +46.9% | -46.3% | +93.2% | +100.3% |
| 1Y | +54.3% | -51.1% | +105.5% | +124.9% |
| 3Y | +185.5% | -47.3% | +232.8% | +267.4% |
| 5Y | -31.1% | -76.7% | +45.6% | +94.2% |
| All | -31.1% | -77.3% | +46.2% | +94.2% |
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 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