+30.1%
APA vs DOV
-4.3%
+34.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +1.5% |
| 7D | +9.6% | +3.4% | +6.2% | +10.8% |
| 30D | -0.2% | +8.8% | -9.1% | +2.9% |
| 3M | +19.8% | +0.9% | +18.9% | +19.5% |
| 6M | +30.1% | -2.8% | +32.9% | +32.5% |
| All | +30.1% | -4.3% | +34.3% | +32.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling