+1,339.3%
KDP vs DOV
+779.9%
+559.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +4.0% | -0.1% | +4.1% | +3.9% |
| 30D | +16.8% | +11.3% | +5.5% | +13.0% |
| 3M | +32.0% | +2.2% | +29.9% | +31.0% |
| 6M | +35.2% | -2.9% | +38.1% | +35.8% |
| YTD | +40.9% | +9.6% | +31.3% | +36.1% |
| 1Y | +47.7% | +16.7% | +31.0% | +39.9% |
| 3Y | +34.8% | +66.9% | -32.1% | +12.3% |
| 5Y | +22.6% | +32.0% | -9.4% | +8.2% |
| 10Y | +266.4% | +334.8% | -68.3% | +112.8% |
| All | +1,339.3% | +779.9% | +559.4% | +415.5% |
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