-4.3%
KGC vs DOV
+21.2%
-25.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.9% | +7.7% |
| 7D | -6.8% | +2.2% | -9.0% | -8.1% |
| 30D | -9.2% | +11.2% | -20.3% | -14.8% |
| 3M | -9.1% | +1.6% | -10.7% | -10.1% |
| 6M | -25.7% | -3.2% | -22.4% | -24.6% |
| YTD | -23.6% | +9.7% | -33.4% | -27.4% |
| 1Y | -4.3% | +20.5% | -24.8% | -11.7% |
| All | -4.3% | +21.2% | -25.5% | -11.7% |
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 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