+848.7%
APA vs DOV
+5,976.9%
-5,128.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.7% |
| 7D | +0.5% | -2.7% | +3.2% | +1.9% |
| 30D | +23.4% | -8.1% | +31.5% | +28.9% |
| 3M | +12.7% | -9.4% | +22.1% | +17.4% |
| 6M | +39.4% | -12.6% | +52.0% | +46.0% |
| YTD | +79.0% | -0.5% | +79.4% | +73.9% |
| 1Y | +88.8% | +9.2% | +79.6% | +73.7% |
| 3Y | +6.4% | +34.1% | -27.8% | -12.4% |
| 5Y | +153.0% | +17.3% | +135.7% | +123.1% |
| 10Y | +7.5% | +284.9% | -277.4% | -43.3% |
| All | +848.7% | +5,976.9% | -5,128.2% | +131.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling