+696.7%
KKR vs DOV
+300.2%
+396.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -6.2% | -2.0% | -4.2% | -4.7% |
| 30D | -8.9% | -8.9% | 0.0% | -2.1% |
| 3M | +6.3% | -13.3% | +19.5% | +17.7% |
| 6M | +16.5% | -9.7% | +26.1% | +23.7% |
| YTD | -20.3% | -2.5% | -17.8% | -20.6% |
| 1Y | -29.8% | +7.2% | -37.0% | -35.6% |
| 3Y | +63.2% | +39.4% | +23.8% | +24.1% |
| 5Y | +68.0% | +15.8% | +52.1% | +46.2% |
| All | +696.7% | +300.2% | +396.6% | +251.5% |
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