-21.3%
AKAM vs DOV
+29.1%
-50.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.4% |
| 7D | +2.8% | +3.0% | -0.2% | +1.2% |
| 30D | -6.9% | +8.6% | -15.5% | -10.6% |
| 3M | -31.8% | +1.9% | -33.7% | -32.5% |
| 6M | -47.0% | -1.7% | -45.3% | -46.9% |
| YTD | -2.1% | +8.3% | -10.5% | -7.4% |
| 1Y | -3.7% | +16.6% | -20.2% | -12.4% |
| 3Y | -23.0% | +65.1% | -88.2% | -41.1% |
| All | -21.3% | +29.1% | -50.3% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling