+88.8%
APA vs DOV
+11.5%
+77.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.1% |
| 7D | +0.5% | -2.7% | +3.2% | +0.4% |
| 30D | +23.4% | -8.1% | +31.5% | +23.0% |
| 3M | +12.7% | -9.4% | +22.1% | +12.5% |
| 6M | +39.4% | -12.6% | +52.0% | +41.6% |
| YTD | +79.0% | -0.5% | +79.4% | +70.6% |
| 1Y | +88.8% | +9.2% | +79.6% | +70.0% |
| All | +88.8% | +11.5% | +77.3% | +70.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling