+1,055.9%
APH vs DOV
+289.1%
+766.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.3% |
| 7D | +5.0% | -2.7% | +7.6% | +6.6% |
| 30D | -3.9% | -8.1% | +4.2% | +1.3% |
| 3M | +13.0% | -9.4% | +22.4% | +19.6% |
| 6M | +25.2% | -12.6% | +37.8% | +35.3% |
| YTD | +22.9% | -0.5% | +23.4% | +22.1% |
| 1Y | +47.8% | +9.2% | +38.6% | +37.8% |
| 3Y | +283.0% | +34.1% | +248.9% | +211.1% |
| 5Y | +349.7% | +17.3% | +332.4% | +290.8% |
| All | +1,055.9% | +289.1% | +766.8% | +488.3% |
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