-55.4%
APTV vs DOV
+38.7%
-94.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -1.5% |
| 7D | -1.2% | +1.3% | -2.5% | -2.1% |
| 30D | -10.6% | -8.6% | -2.0% | -4.7% |
| 3M | -35.0% | -13.1% | -21.9% | -28.5% |
| 6M | -38.9% | -8.8% | -30.1% | -35.5% |
| YTD | -41.5% | -1.2% | -40.3% | -42.0% |
| 1Y | -45.8% | +10.7% | -56.5% | -51.1% |
| All | -55.4% | +38.7% | -94.1% | -66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling