-68.8%
APTV vs DOV
+13.3%
-82.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +4.5% |
| 7D | -1.8% | -1.9% | +0.1% | -0.2% |
| 30D | -7.9% | -9.9% | +2.0% | +0.5% |
| 3M | -29.9% | -12.1% | -17.8% | -22.5% |
| 6M | -36.6% | -10.4% | -26.2% | -31.4% |
| YTD | -40.0% | -3.3% | -36.6% | -39.6% |
| 1Y | -44.0% | +7.8% | -51.8% | -49.4% |
| 3Y | -54.5% | +36.3% | -90.9% | -68.5% |
| 5Y | -68.8% | +14.8% | -83.6% | -74.5% |
| All | -68.8% | +13.3% | -82.1% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling