+1,782.5%
KMB vs DOV
+5,976.9%
-4,194.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -1.8% |
| 7D | -3.0% | -2.7% | -0.4% | -2.4% |
| 30D | -5.5% | -8.1% | +2.6% | -3.6% |
| 3M | +14.0% | -9.4% | +23.4% | +16.3% |
| 6M | +4.1% | -12.6% | +16.7% | +7.0% |
| YTD | +8.0% | -0.5% | +8.5% | +7.6% |
| 1Y | -13.7% | +9.2% | -23.0% | -16.1% |
| 3Y | -5.9% | +34.1% | -40.1% | -14.3% |
| 5Y | -8.6% | +17.3% | -25.9% | -15.0% |
| 10Y | +17.3% | +284.9% | -267.6% | -21.0% |
| All | +1,782.5% | +5,976.9% | -4,194.4% | +432.2% |
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