+285.6%
APH vs DOV
+34.2%
+251.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.1% |
| 3M | +13.0% | -9.4% | +22.4% | +19.5% |
| 6M | +25.2% | -12.6% | +37.8% | +35.0% |
| YTD | +22.9% | -0.5% | +23.4% | +22.0% |
| 1Y | +47.8% | +9.2% | +38.6% | +37.6% |
| All | +285.6% | +34.2% | +251.4% | +212.9% |
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