-77.5%
APTV vs DOV
+29.1%
-106.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.7% | +3.0% | -4.7% | -4.3% |
| 30D | -11.6% | +8.6% | -20.2% | -17.8% |
| 3M | -21.2% | +1.9% | -23.1% | -22.7% |
| 6M | -28.5% | -1.7% | -26.8% | -28.3% |
| YTD | -49.1% | +8.3% | -57.4% | -53.7% |
| 1Y | -52.2% | +16.6% | -68.7% | -59.4% |
| 3Y | -48.6% | +65.1% | -113.8% | -70.6% |
| All | -77.5% | +29.1% | -106.5% | -83.5% |
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