+114.2%
APA vs DOV
+8.9%
+105.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +2.8% |
| 7D | +0.3% | +1.3% | -1.0% | +0.4% |
| 30D | +9.3% | -8.6% | +18.0% | +8.8% |
| 3M | +23.3% | -13.1% | +36.5% | +23.2% |
| 6M | +39.5% | -8.8% | +48.3% | +38.6% |
| YTD | +87.6% | -1.2% | +88.8% | +79.3% |
| 1Y | +114.2% | +10.7% | +103.5% | +91.7% |
| All | +114.2% | +8.9% | +105.3% | +91.7% |
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 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