+9.7%
BKR vs DOV
+21.2%
-11.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.3% |
| 7D | -8.8% | +2.2% | -11.0% | -9.8% |
| 30D | -13.1% | +11.2% | -24.3% | -17.5% |
| 3M | -18.9% | +1.6% | -20.5% | -19.8% |
| 6M | -27.2% | -3.2% | -24.0% | -26.7% |
| YTD | +10.7% | +9.7% | +1.0% | +1.5% |
| 1Y | +9.7% | +20.5% | -10.9% | -4.2% |
| All | +9.7% | +21.2% | -11.5% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling