+270.9%
APH vs DOV
+65.5%
+205.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.9% |
| 7D | +4.9% | +3.0% | +1.9% | +3.0% |
| 30D | -5.4% | +8.6% | -14.0% | -9.7% |
| 3M | -5.5% | +1.9% | -7.3% | -6.3% |
| 6M | +25.9% | -1.7% | +27.6% | +27.2% |
| YTD | +16.4% | +8.3% | +8.0% | +9.9% |
| 1Y | +16.5% | +16.6% | -0.1% | +4.9% |
| 3Y | +270.9% | +65.1% | +205.7% | +175.9% |
| All | +270.9% | +65.5% | +205.3% | +175.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling