-4.4%
APO vs DOV
+21.2%
-25.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.4% | +8.5% | +8.3% |
| 7D | +8.2% | +2.2% | +6.0% | +7.3% |
| 30D | +6.4% | +11.2% | -4.7% | +2.1% |
| 3M | -7.4% | +1.6% | -9.0% | -8.1% |
| 6M | -4.2% | -3.2% | -1.0% | -3.3% |
| YTD | -14.1% | +9.7% | -23.9% | -21.2% |
| 1Y | -4.4% | +20.5% | -24.9% | -22.2% |
| All | -4.4% | +21.2% | -25.6% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling