+115.7%
KMI vs DOV
+481.1%
-365.4%
-72.7%
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% | +1.4% |
| 7D | -0.4% | +2.5% | -2.9% | -1.6% |
| 30D | +3.7% | -7.5% | +11.2% | +7.6% |
| 3M | +3.2% | -9.7% | +12.8% | +7.6% |
| 6M | -3.0% | -6.1% | +3.1% | -1.6% |
| YTD | +19.7% | +0.5% | +19.2% | +16.7% |
| 1Y | +25.6% | +10.5% | +15.1% | +15.7% |
| 3Y | +120.2% | +41.7% | +78.5% | +72.6% |
| 5Y | +160.5% | +18.4% | +142.0% | +119.6% |
| 10Y | +134.8% | +289.8% | -154.9% | +1.8% |
| All | +115.7% | +481.1% | -365.4% | -25.1% |
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