-40.4%
APTV vs DOV
+11.5%
-51.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.1% | +2.5% |
| 7D | +4.8% | -2.7% | +7.5% | +6.3% |
| 30D | +2.0% | -8.1% | +10.1% | +6.7% |
| 3M | -34.2% | -9.4% | -24.8% | -30.7% |
| 6M | -34.7% | -12.6% | -22.1% | -30.3% |
| YTD | -37.0% | -0.5% | -36.5% | -37.2% |
| 1Y | -40.4% | +9.2% | -49.6% | -41.3% |
| All | -40.4% | +11.5% | -51.9% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling