+129.5%
KMI vs DOV
+300.2%
-170.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -1.7% | -2.0% | +0.3% | -0.7% |
| 30D | -2.7% | -8.9% | +6.2% | +1.7% |
| 3M | -0.7% | -13.3% | +12.6% | +5.8% |
| 6M | -5.0% | -9.7% | +4.7% | -1.7% |
| YTD | +15.5% | -2.5% | +17.9% | +14.1% |
| 1Y | +16.4% | +7.2% | +9.2% | +8.6% |
| 3Y | +114.2% | +39.4% | +74.8% | +66.8% |
| 5Y | +153.3% | +15.8% | +137.4% | +114.1% |
| All | +129.5% | +300.2% | -170.6% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling