+957.8%
AAOI vs DOV
+290.4%
+667.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.3% |
| 7D | -0.2% | -2.0% | +1.8% | +1.6% |
| 30D | -23.7% | -8.9% | -14.8% | -17.5% |
| 3M | -39.0% | -13.3% | -25.8% | -31.2% |
| 6M | -17.0% | -9.7% | -7.4% | -10.3% |
| YTD | +202.2% | -2.5% | +204.7% | +203.3% |
| 1Y | +292.4% | +7.2% | +285.2% | +265.1% |
| 3Y | +804.4% | +39.4% | +765.0% | +660.7% |
| 5Y | +1,318.0% | +15.8% | +1,302.2% | +1,230.7% |
| 10Y | +436.7% | +297.5% | +139.2% | +102.5% |
| All | +957.8% | +290.4% | +667.4% | +312.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling