+154.0%
KMI vs DOV
+13.3%
+140.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.7% | -0.8% |
| 7D | -2.1% | -1.9% | -0.1% | -1.5% |
| 30D | -1.7% | -9.9% | +8.2% | +1.4% |
| 3M | -1.9% | -12.1% | +10.2% | +1.5% |
| 6M | -4.3% | -10.4% | +6.1% | -2.1% |
| YTD | +15.8% | -3.3% | +19.1% | +15.0% |
| 1Y | +17.6% | +7.8% | +9.8% | +11.8% |
| 3Y | +113.1% | +36.3% | +76.8% | +80.6% |
| 5Y | +154.0% | +14.8% | +139.2% | +116.4% |
| All | +154.0% | +13.3% | +140.7% | +116.4% |
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