+6.7%
KDP vs DOV
+39.5%
-32.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +1.3% | -2.7% | +3.9% | +1.8% |
| 30D | +6.0% | -8.1% | +14.1% | +7.7% |
| 3M | +9.2% | -9.4% | +18.6% | +11.1% |
| 6M | +14.7% | -12.6% | +27.3% | +17.3% |
| YTD | +19.2% | -0.5% | +19.7% | +19.2% |
| 1Y | +15.2% | +9.2% | +5.9% | +13.2% |
| All | +6.7% | +39.5% | -32.8% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling