+916.7%
APO vs DOV
+300.2%
+616.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -3.5% | -2.0% | -1.5% | -2.1% |
| 30D | -6.6% | -8.9% | +2.3% | +0.1% |
| 3M | -3.3% | -13.3% | +10.0% | +6.8% |
| 6M | +22.6% | -9.7% | +32.3% | +30.1% |
| YTD | -9.8% | -2.5% | -7.3% | -10.2% |
| 1Y | -3.9% | +7.2% | -11.1% | -12.0% |
| 3Y | +52.5% | +39.4% | +13.1% | +14.4% |
| 5Y | +134.0% | +15.8% | +118.2% | +100.9% |
| All | +916.7% | +300.2% | +616.5% | +335.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling