+66.5%
KKR vs DOV
+14.8%
+51.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.6% |
| 7D | -6.2% | -2.0% | -4.2% | -4.5% |
| 30D | -8.9% | -8.9% | 0.0% | -1.1% |
| 3M | +6.3% | -13.3% | +19.5% | +19.4% |
| 6M | +16.5% | -9.7% | +26.1% | +24.3% |
| YTD | -20.3% | -2.5% | -17.8% | -21.4% |
| 1Y | -29.8% | +7.2% | -37.0% | -37.5% |
| 3Y | +63.2% | +39.4% | +23.8% | +13.1% |
| All | +66.5% | +14.8% | +51.6% | +28.9% |
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