+57.1%
APO vs DOV
+42.3%
+14.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -2.0% |
| 7D | +0.1% | +2.5% | -2.4% | -1.6% |
| 30D | +3.9% | -7.5% | +11.4% | +9.4% |
| 3M | +3.8% | -9.7% | +13.4% | +10.4% |
| 6M | +22.3% | -6.1% | +28.4% | +25.3% |
| YTD | -7.8% | +0.5% | -8.3% | -10.9% |
| 1Y | -0.3% | +10.5% | -10.9% | -11.3% |
| 3Y | +57.1% | +41.7% | +15.4% | +35.3% |
| All | +57.1% | +42.3% | +14.9% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling