+262.9%
KGC vs DOV
+28.5%
+234.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.6% |
| 7D | +8.0% | -0.7% | +8.8% | +8.3% |
| 30D | -9.3% | +12.3% | -21.6% | -13.6% |
| 3M | -21.3% | +1.2% | -22.5% | -21.8% |
| 6M | -31.5% | -3.1% | -28.4% | -30.8% |
| YTD | -23.2% | +9.4% | -32.6% | -26.0% |
| 1Y | -15.0% | +17.6% | -32.7% | -20.3% |
| 3Y | +328.7% | +66.5% | +262.2% | +230.7% |
| 5Y | +262.9% | +29.0% | +233.9% | +185.9% |
| All | +262.9% | +28.5% | +234.3% | +185.9% |
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