+193.5%
APTV vs DOV
+583.4%
-390.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.1% | +2.3% |
| 7D | +4.8% | -2.7% | +7.5% | +7.1% |
| 30D | +2.0% | -8.1% | +10.1% | +9.0% |
| 3M | -34.2% | -9.4% | -24.8% | -29.5% |
| 6M | -34.7% | -12.6% | -22.1% | -28.3% |
| YTD | -37.0% | -0.5% | -36.5% | -37.7% |
| 1Y | -40.4% | +9.2% | -49.6% | -45.7% |
| 3Y | -54.1% | +34.1% | -88.2% | -64.9% |
| 5Y | -68.0% | +17.3% | -85.3% | -72.6% |
| 10Y | -15.5% | +284.9% | -300.4% | -66.4% |
| All | +193.5% | +583.4% | -390.0% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling