+26.2%
KLAC vs DOV
+21.2%
+5.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.7% |
| 7D | -5.7% | +2.2% | -7.9% | -7.7% |
| 30D | -27.6% | +11.2% | -38.8% | -34.4% |
| 3M | -23.3% | +1.6% | -24.8% | -24.3% |
| 6M | -12.4% | -3.2% | -9.1% | -8.9% |
| YTD | +23.7% | +9.7% | +14.0% | +16.7% |
| 1Y | +26.2% | +20.5% | +5.7% | +13.7% |
| All | +26.2% | +21.2% | +5.0% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling