+430.6%
KLAC vs DOV
+13.3%
+417.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.2% |
| 7D | +2.5% | -1.9% | +4.4% | +4.4% |
| 30D | -11.5% | -9.9% | -1.6% | -2.7% |
| 3M | -16.9% | -12.1% | -4.8% | -6.2% |
| 6M | +22.2% | -10.4% | +32.7% | +35.7% |
| YTD | +46.4% | -3.3% | +49.7% | +51.7% |
| 1Y | +91.0% | +7.8% | +83.2% | +78.6% |
| 3Y | +264.6% | +36.3% | +228.2% | +172.5% |
| 5Y | +430.6% | +14.8% | +415.8% | +345.5% |
| All | +430.6% | +13.3% | +417.3% | +345.5% |
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 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