+1,688.1%
KKR vs DOV
+761.9%
+926.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -0.3% |
| 7D | -2.2% | +1.3% | -3.5% | -3.2% |
| 30D | +0.3% | -8.6% | +8.9% | +7.0% |
| 3M | +8.8% | -13.1% | +22.0% | +19.8% |
| 6M | +14.9% | -8.8% | +23.7% | +21.0% |
| YTD | -17.9% | -1.2% | -16.7% | -18.8% |
| 1Y | -23.7% | +10.7% | -34.4% | -31.2% |
| 3Y | +69.1% | +39.3% | +29.8% | +31.2% |
| 5Y | +72.6% | +16.4% | +56.1% | +52.7% |
| 10Y | +728.2% | +302.5% | +425.8% | +208.3% |
| All | +1,688.1% | +761.9% | +926.2% | +290.2% |
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