+1,314.5%
KDP vs DOV
+778.1%
+536.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +1.9% |
| 7D | +8.2% | -0.7% | +8.9% | +8.3% |
| 30D | +18.4% | +12.3% | +6.1% | +14.2% |
| 3M | +29.2% | +1.2% | +28.1% | +28.6% |
| 6M | +32.3% | -3.1% | +35.3% | +32.9% |
| YTD | +38.5% | +9.4% | +29.1% | +33.8% |
| 1Y | +48.5% | +17.6% | +30.9% | +40.3% |
| 3Y | +32.5% | +66.5% | -34.1% | +10.4% |
| 5Y | +19.7% | +29.0% | -9.3% | +6.3% |
| 10Y | +256.4% | +329.8% | -73.4% | +107.7% |
| All | +1,314.5% | +778.1% | +536.3% | +406.9% |
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