+146.4%
KMI vs DOV
+29.1%
+117.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +6.5% | +3.0% | +3.5% | +5.6% |
| 30D | -3.4% | +8.6% | -12.0% | -5.9% |
| 3M | +0.4% | +1.9% | -1.5% | -0.3% |
| 6M | -0.9% | -1.7% | +0.7% | -1.0% |
| YTD | +20.5% | +8.3% | +12.2% | +15.5% |
| 1Y | +23.2% | +16.6% | +6.6% | +14.9% |
| 3Y | +121.6% | +65.1% | +56.5% | +74.9% |
| All | +146.4% | +29.1% | +117.4% | +100.5% |
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