-35.6%
DOCN vs APTV
-77.0%
+41.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +4.5% |
| 7D | -19.2% | -10.2% | -8.9% | -14.0% |
| 30D | -43.1% | -10.8% | -32.2% | -39.2% |
| 3M | -40.7% | -14.8% | -25.9% | -35.7% |
| 6M | -55.0% | -30.6% | -24.4% | -46.8% |
| YTD | +50.6% | -48.2% | +98.8% | +109.5% |
| 1Y | +54.0% | -52.0% | +105.9% | +125.9% |
| 3Y | +203.9% | -47.0% | +250.9% | +285.1% |
| All | -35.6% | -77.0% | +41.4% | +88.1% |
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