+132.1%
APO vs DOV
+13.3%
+118.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -0.7% |
| 7D | -4.9% | -1.9% | -3.0% | -3.5% |
| 30D | -8.4% | -9.9% | +1.4% | -1.0% |
| 3M | -2.1% | -12.1% | +10.1% | +7.2% |
| 6M | +19.2% | -10.4% | +29.7% | +27.3% |
| YTD | -10.5% | -3.3% | -7.2% | -10.9% |
| 1Y | -2.7% | +7.8% | -10.5% | -12.4% |
| 3Y | +52.5% | +36.3% | +16.1% | +13.0% |
| 5Y | +132.1% | +14.8% | +117.3% | +95.5% |
| All | +132.1% | +13.3% | +118.8% | +95.5% |
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