+587.2%
KGC vs DOV
+325.7%
+261.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.7% | +3.0% | -9.6% | -7.3% |
| 30D | -6.7% | +8.6% | -15.3% | -8.5% |
| 3M | -22.6% | +1.9% | -24.4% | -23.0% |
| 6M | -33.4% | -1.7% | -31.8% | -33.2% |
| YTD | -26.0% | +8.3% | -34.3% | -27.3% |
| 1Y | -18.3% | +16.6% | -34.9% | -21.0% |
| 3Y | +315.8% | +65.1% | +250.7% | +269.1% |
| 5Y | +225.7% | +29.2% | +196.5% | +196.4% |
| All | +587.2% | +325.7% | +261.5% | +509.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling