+97.7%
DOCN vs APTV
-69.4%
+167.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.6% | -11.8% | -9.8% |
| 7D | -20.0% | -1.9% | -18.2% | -19.5% |
| 30D | -38.8% | -1.4% | -37.3% | -38.6% |
| 3M | -34.8% | -9.3% | -25.5% | -32.1% |
| 6M | -22.8% | -27.3% | +4.5% | -12.9% |
| YTD | +74.6% | -43.1% | +117.8% | +127.7% |
| 1Y | +116.4% | -46.5% | +162.9% | +194.5% |
| 3Y | +239.3% | -44.2% | +283.5% | +320.1% |
| 5Y | -20.2% | -75.6% | +55.4% | +75.0% |
| All | +97.7% | -69.4% | +167.1% | +301.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling