+160,143.0%
KLAC vs DOV
+6,035.5%
+154,107.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.2% |
| 7D | +10.6% | +2.5% | +8.1% | +8.8% |
| 30D | -4.5% | -7.5% | +3.0% | +0.8% |
| 3M | -10.3% | -9.7% | -0.6% | -3.4% |
| 6M | +40.9% | -6.1% | +47.0% | +48.0% |
| YTD | +56.1% | +0.5% | +55.6% | +56.6% |
| 1Y | +109.0% | +10.5% | +98.5% | +95.9% |
| 3Y | +288.8% | +41.7% | +247.1% | +209.6% |
| 5Y | +489.1% | +18.4% | +470.7% | +431.8% |
| 10Y | +3,041.8% | +289.8% | +2,752.0% | +1,176.7% |
| All | +160,143.0% | +6,035.5% | +154,107.5% | +13,692.0% |
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