+21.9%
KDP vs DOV
+10.8%
+11.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | +2.1% | +2.5% | -0.5% | +1.5% |
| 30D | +8.5% | -7.5% | +16.0% | +10.4% |
| 3M | +6.6% | -9.7% | +16.3% | +8.9% |
| 6M | +17.1% | -6.1% | +23.2% | +18.2% |
| YTD | +19.0% | +0.5% | +18.6% | +19.4% |
| All | +21.9% | +10.8% | +11.0% | +19.3% |
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