+552.0%
KGC vs DOV
+42.3%
+509.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.7% |
| 7D | +2.4% | +2.5% | -0.1% | +1.5% |
| 30D | +9.2% | -7.5% | +16.7% | +12.3% |
| 3M | +16.7% | -9.7% | +26.4% | +21.0% |
| 6M | -7.0% | -6.1% | -0.9% | -4.8% |
| YTD | +7.5% | +0.5% | +7.0% | +8.1% |
| 1Y | +34.4% | +10.5% | +23.8% | +31.6% |
| 3Y | +552.0% | +41.7% | +510.3% | +439.2% |
| All | +552.0% | +42.3% | +509.7% | +439.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling