+334.8%
DOV vs ALK
-41.4%
+376.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -0.1% | +2.6% | -2.7% | -0.9% |
| 30D | +11.3% | +7.8% | +3.5% | +8.2% |
| 3M | +2.2% | -15.2% | +17.4% | +6.9% |
| 6M | -2.9% | +5.0% | -8.0% | -6.5% |
| YTD | +9.6% | -18.4% | +28.0% | +12.8% |
| 1Y | +16.7% | -2.4% | +19.1% | +12.7% |
| 3Y | +66.9% | +19.8% | +47.1% | +41.8% |
| 5Y | +32.0% | -27.8% | +59.8% | +30.4% |
| 10Y | +334.8% | -42.0% | +376.7% | +306.2% |
| All | +334.8% | -41.4% | +376.2% | +306.2% |
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