+207.3%
KGC vs DOV
+6,514.7%
-6,307.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.7% | +3.0% | -9.6% | -7.2% |
| 30D | -6.7% | +8.6% | -15.3% | -8.2% |
| 3M | -22.6% | +1.9% | -24.4% | -22.9% |
| 6M | -33.4% | -1.7% | -31.8% | -33.2% |
| YTD | -26.0% | +8.3% | -34.3% | -27.1% |
| 1Y | -18.3% | +16.6% | -34.9% | -20.6% |
| 3Y | +315.8% | +65.1% | +250.7% | +275.2% |
| 5Y | +225.7% | +29.2% | +196.5% | +205.6% |
| 10Y | +610.5% | +329.7% | +280.8% | +423.6% |
| All | +207.3% | +6,514.7% | -6,307.4% | +90.7% |
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