-15.0%
KGC vs DOV
+17.6%
-32.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | -8.8% | +11.3% | -20.1% | -14.5% |
| 3M | -21.1% | +2.2% | -23.3% | -22.3% |
| 6M | -32.3% | -2.9% | -29.4% | -31.6% |
| YTD | -23.5% | +9.6% | -33.1% | -26.7% |
| 1Y | -15.0% | +16.7% | -31.6% | -18.6% |
| All | -15.0% | +17.6% | -32.5% | -18.6% |
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