+5,927.3%
APD vs DOV
+5,976.9%
-49.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.4% |
| 7D | -2.2% | -2.7% | +0.4% | -1.0% |
| 30D | +2.1% | -8.1% | +10.2% | +6.3% |
| 3M | +7.2% | -9.4% | +16.6% | +11.8% |
| 6M | +11.2% | -12.6% | +23.9% | +17.4% |
| YTD | +24.4% | -0.5% | +24.9% | +22.8% |
| 1Y | +6.7% | +9.2% | -2.6% | +0.2% |
| 3Y | +9.2% | +34.1% | -24.9% | -8.7% |
| 5Y | +27.4% | +17.3% | +10.1% | +12.0% |
| 10Y | +164.8% | +284.9% | -120.1% | +25.7% |
| All | +5,927.3% | +5,976.9% | -49.6% | +725.4% |
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