+127,881.2%
APH vs DOV
+6,039.9%
+121,841.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.7% |
| 7D | -5.0% | -0.7% | -4.3% | -4.4% |
| 30D | -8.4% | +12.3% | -20.6% | -13.8% |
| 3M | -4.5% | +1.2% | -5.7% | -4.9% |
| 6M | +25.3% | -3.1% | +28.3% | +27.4% |
| YTD | +18.9% | +9.4% | +9.5% | +12.6% |
| 1Y | +11.9% | +17.6% | -5.7% | +1.7% |
| 3Y | +278.0% | +66.5% | +211.4% | +181.0% |
| 5Y | +306.4% | +29.0% | +277.4% | +245.1% |
| 10Y | +955.2% | +329.8% | +625.4% | +357.3% |
| All | +127,881.2% | +6,039.9% | +121,841.3% | +17,392.2% |
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