-18.4%
APTV vs DOV
+300.2%
-318.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.1% |
| 7D | -5.0% | -2.0% | -3.0% | -3.5% |
| 30D | -6.1% | -8.9% | +2.8% | +1.6% |
| 3M | -33.0% | -13.3% | -19.7% | -25.1% |
| 6M | -35.2% | -9.7% | -25.6% | -30.5% |
| YTD | -40.1% | -2.5% | -37.7% | -40.1% |
| 1Y | -45.6% | +7.2% | -52.8% | -50.2% |
| 3Y | -54.4% | +39.4% | -93.8% | -67.5% |
| 5Y | -68.9% | +15.8% | -84.7% | -73.8% |
| All | -18.4% | +300.2% | -318.6% | -65.1% |
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