+461.7%
KGC vs DOV
+16.3%
+445.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.0% |
| 7D | -0.1% | +1.3% | -1.4% | -0.7% |
| 30D | +10.5% | -8.6% | +19.1% | +14.5% |
| 3M | +19.8% | -13.1% | +32.9% | +26.6% |
| 6M | -6.7% | -8.8% | +2.1% | -3.3% |
| YTD | +7.8% | -1.2% | +9.0% | +8.4% |
| 1Y | +35.7% | +10.7% | +25.0% | +30.5% |
| 3Y | +553.7% | +39.3% | +514.4% | +448.9% |
| 5Y | +461.7% | +16.4% | +445.3% | +353.8% |
| All | +461.7% | +16.3% | +445.4% | +353.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling