+61,451.9%
APH vs DOV
+5,486.2%
+55,965.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.7% | -47.1% | -47.4% |
| 7D | -48.7% | -4.2% | -44.5% | -47.3% |
| 30D | -51.9% | -8.1% | -43.9% | -49.4% |
| 3M | -43.6% | -9.4% | -34.2% | -40.3% |
| 6M | -37.5% | -12.6% | -24.9% | -32.7% |
| YTD | -38.6% | -0.5% | -38.2% | -38.7% |
| 1Y | -26.3% | +9.2% | -35.6% | -30.4% |
| 3Y | +89.2% | +34.1% | +55.1% | +58.6% |
| 5Y | +119.8% | +17.3% | +102.5% | +97.0% |
| 10Y | +454.3% | +284.9% | +169.3% | +154.3% |
| All | +61,451.9% | +5,486.2% | +55,965.8% | +8,779.7% |
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