+290.5%
DOV vs ALK
-35.2%
+325.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.4% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | -8.1% | -19.2% | +11.1% | -1.8% |
| 3M | -9.4% | -1.5% | -7.9% | -9.9% |
| 6M | -12.6% | -13.1% | +0.4% | -10.6% |
| YTD | -0.5% | -16.4% | +15.9% | +2.3% |
| 1Y | +9.2% | -33.1% | +42.3% | +20.1% |
| 3Y | +34.1% | +0.6% | +33.5% | +22.0% |
| 5Y | +17.3% | -26.4% | +43.6% | +15.4% |
| All | +290.5% | -35.2% | +325.6% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling