+6.8%
KDP vs DOV
+17.7%
-10.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +1.3% | -2.7% | +3.9% | +1.9% |
| 30D | +6.0% | -8.1% | +14.1% | +8.1% |
| 3M | +9.2% | -9.4% | +18.6% | +11.5% |
| 6M | +14.7% | -12.6% | +27.3% | +17.9% |
| YTD | +19.2% | -0.5% | +19.7% | +18.9% |
| 1Y | +15.2% | +9.2% | +5.9% | +12.2% |
| 3Y | +6.0% | +34.1% | -28.2% | -3.9% |
| All | +6.8% | +17.7% | -10.9% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling