+6.1%
APA vs DOV
+325.7%
-319.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | +8.5% | +3.0% | +5.5% | +5.7% |
| 30D | +2.8% | +8.6% | -5.8% | -4.9% |
| 3M | +21.7% | +1.9% | +19.9% | +18.4% |
| 6M | +32.6% | -1.7% | +34.3% | +29.7% |
| YTD | +103.7% | +8.3% | +95.4% | +77.4% |
| 1Y | +101.8% | +16.6% | +85.2% | +63.7% |
| 3Y | +48.1% | +65.1% | -17.1% | -15.5% |
| 5Y | +91.9% | +29.2% | +62.7% | +35.1% |
| All | +6.1% | +325.7% | -319.5% | -70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling