-56.0%
KHC vs DOV
+296.6%
-352.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.3% |
| 7D | -2.5% | -1.9% | -0.6% | -2.0% |
| 30D | +0.5% | -9.9% | +10.4% | +3.4% |
| 3M | +3.0% | -12.1% | +15.1% | +6.3% |
| 6M | +6.6% | -10.4% | +17.1% | +9.1% |
| YTD | +5.8% | -3.3% | +9.1% | +5.4% |
| 1Y | -2.2% | +7.8% | -10.0% | -6.1% |
| 3Y | -12.5% | +36.3% | -48.9% | -23.9% |
| 5Y | -13.6% | +14.8% | -28.4% | -21.5% |
| All | -56.0% | +296.6% | -352.6% | -70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling