+229.3%
APLD vs DOV
+50.5%
+178.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -6.1% |
| 7D | +2.7% | +3.0% | -0.3% | -0.8% |
| 30D | -21.4% | +8.6% | -30.0% | -29.0% |
| 3M | -47.8% | +1.9% | -49.7% | -49.0% |
| 6M | -64.9% | -1.7% | -63.2% | -64.8% |
| YTD | -34.9% | +8.3% | -43.2% | -41.2% |
| 1Y | -30.7% | +16.6% | -47.3% | -43.9% |
| 3Y | +305.3% | +65.1% | +240.2% | +106.4% |
| All | +229.3% | +50.5% | +178.8% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling