-44.0%
APTV vs DOV
+8.0%
-52.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +3.8% |
| 7D | -1.8% | -1.9% | +0.1% | -0.8% |
| 30D | -7.9% | -9.9% | +2.0% | -2.7% |
| 3M | -29.9% | -12.1% | -17.8% | -25.0% |
| 6M | -36.6% | -10.4% | -26.2% | -33.3% |
| YTD | -40.0% | -3.3% | -36.6% | -39.3% |
| 1Y | -44.0% | +7.8% | -51.8% | -44.4% |
| All | -44.0% | +8.0% | -52.1% | -44.4% |
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