+19.8%
KNX vs DOV
-6.0%
+25.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -1.8% |
| 7D | +2.3% | +1.3% | +1.0% | +1.6% |
| 30D | +0.5% | -8.6% | +9.1% | +5.8% |
| 3M | -14.1% | -13.1% | -1.0% | -6.6% |
| 6M | +19.8% | -8.8% | +28.6% | +25.7% |
| All | +19.8% | -6.0% | +25.8% | +25.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling