+804.4%
AAOI vs DOV
+37.0%
+767.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.7% |
| 7D | -0.2% | -2.0% | +1.8% | +2.9% |
| 30D | -23.7% | -8.9% | -14.8% | -12.6% |
| 3M | -39.0% | -13.3% | -25.8% | -25.4% |
| 6M | -17.0% | -9.7% | -7.4% | -7.3% |
| YTD | +202.2% | -2.5% | +204.7% | +186.5% |
| 1Y | +292.4% | +7.2% | +285.2% | +214.0% |
| 3Y | +804.4% | +39.4% | +765.0% | +384.3% |
| All | +804.4% | +37.0% | +767.4% | +384.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 3y: compounded portfolio wealth divided by compounded DOV 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…
3y analysis · Full analysis span regression · 6 months rolling