+528.8%
APP vs DOV
+64.6%
+464.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.5% | +0.3% | +1.8% |
| 7D | +79.2% | -1.4% | +80.5% | +79.3% |
| 30D | +48.0% | +12.8% | +35.2% | +34.0% |
| 3M | +18.2% | +1.1% | +17.1% | +15.7% |
| 6M | -12.5% | -2.6% | -9.9% | -13.2% |
| YTD | -39.2% | +9.9% | -49.0% | -46.9% |
| 1Y | -33.9% | +19.3% | -53.2% | -46.5% |
| 3Y | +933.3% | +68.4% | +864.9% | +500.7% |
| 5Y | +295.9% | +29.1% | +266.7% | +154.6% |
| All | +528.8% | +64.6% | +464.2% | +294.2% |
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 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