+521.9%
BKR vs DOV
+5,803.3%
-5,281.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.5% | -5.5% |
| 7D | -6.7% | -1.9% | -4.7% | -5.6% |
| 30D | -8.3% | -9.9% | +1.5% | -3.0% |
| 3M | -5.4% | -12.1% | +6.7% | +1.1% |
| 6M | +0.8% | -10.4% | +11.2% | +6.3% |
| YTD | +31.8% | -3.3% | +35.2% | +33.1% |
| 1Y | +28.6% | +7.8% | +20.8% | +21.7% |
| 3Y | +71.2% | +36.3% | +34.9% | +41.8% |
| 5Y | +179.2% | +14.8% | +164.4% | +149.5% |
| 10Y | +124.0% | +294.0% | -170.0% | +5.4% |
| All | +521.9% | +5,803.3% | -5,281.4% | +13.7% |
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