+38.7%
KNX vs DOV
+14.8%
+23.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.2% |
| 7D | -5.6% | -2.0% | -3.6% | -4.3% |
| 30D | -4.4% | -8.9% | +4.5% | +2.1% |
| 3M | -17.3% | -13.3% | -4.1% | -8.9% |
| 6M | +22.6% | -9.7% | +32.3% | +30.8% |
| YTD | +31.1% | -2.5% | +33.6% | +32.6% |
| 1Y | +60.2% | +7.2% | +53.0% | +50.4% |
| 3Y | +35.8% | +39.4% | -3.7% | +5.8% |
| All | +38.7% | +14.8% | +23.9% | +12.9% |
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