-2.6%
APA vs DOV
+286.8%
-289.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +4.4% |
| 7D | +0.3% | +1.3% | -1.0% | -0.9% |
| 30D | +9.3% | -8.6% | +18.0% | +17.4% |
| 3M | +23.3% | -13.1% | +36.5% | +35.8% |
| 6M | +39.5% | -8.8% | +48.3% | +43.7% |
| YTD | +87.6% | -1.2% | +88.8% | +78.2% |
| 1Y | +114.2% | +10.7% | +103.5% | +81.8% |
| 3Y | +13.6% | +39.3% | -25.7% | -23.6% |
| 5Y | +175.6% | +16.4% | +159.2% | +114.7% |
| 10Y | -2.6% | +302.5% | -305.1% | -69.8% |
| All | -2.6% | +286.8% | -289.4% | -69.8% |
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 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