+357.0%
KGC vs DOV
+5,976.9%
-5,619.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.5% |
| 7D | -1.3% | -2.7% | +1.4% | -0.7% |
| 30D | +20.3% | -8.1% | +28.4% | +22.3% |
| 3M | +8.1% | -9.4% | +17.5% | +10.1% |
| 6M | -8.8% | -12.6% | +3.8% | -6.3% |
| YTD | +10.1% | -0.5% | +10.5% | +10.2% |
| 1Y | +44.2% | +9.2% | +35.0% | +41.7% |
| 3Y | +533.0% | +34.1% | +498.9% | +494.3% |
| 5Y | +443.0% | +17.3% | +425.7% | +418.9% |
| 10Y | +678.6% | +284.9% | +393.6% | +485.4% |
| All | +357.0% | +5,976.9% | -5,619.9% | +188.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling