-38.5%
DOCS vs APTV
-52.1%
+13.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -0.6% | -4.3% | +3.7% | +0.1% |
| 30D | +6.3% | -9.7% | +16.0% | +7.5% |
| 3M | +26.5% | -20.6% | +47.1% | +29.1% |
| 6M | +24.8% | -31.7% | +56.5% | +26.4% |
| YTD | -26.8% | -48.0% | +21.2% | -26.6% |
| All | -38.5% | -52.1% | +13.6% | -35.8% |
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