+1,804.4%
APO vs DOV
+481.8%
+1,322.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -1.3% |
| 7D | -1.0% | -2.7% | +1.6% | +0.8% |
| 30D | +3.5% | -8.1% | +11.5% | +9.4% |
| 3M | +4.5% | -9.4% | +13.9% | +11.0% |
| 6M | +22.8% | -12.6% | +35.4% | +32.7% |
| YTD | -6.5% | -0.5% | -6.0% | -7.9% |
| 1Y | +0.8% | +9.2% | -8.4% | -7.7% |
| 3Y | +62.0% | +34.1% | +27.8% | +29.5% |
| 5Y | +138.2% | +17.3% | +121.0% | +108.2% |
| 10Y | +940.3% | +284.9% | +655.3% | +338.7% |
| All | +1,804.4% | +481.8% | +1,322.6% | +503.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling