+4,711.0%
KNX vs DOV
+3,477.8%
+1,233.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.0% |
| 7D | +2.3% | +1.3% | +1.0% | +1.7% |
| 30D | +0.5% | -8.6% | +9.1% | +5.0% |
| 3M | -14.1% | -13.1% | -1.0% | -8.2% |
| 6M | +19.8% | -8.8% | +28.6% | +24.9% |
| YTD | +32.7% | -1.2% | +34.0% | +33.5% |
| 1Y | +62.3% | +10.7% | +51.6% | +53.8% |
| 3Y | +36.8% | +39.3% | -2.4% | +16.9% |
| 5Y | +41.8% | +16.4% | +25.3% | +30.9% |
| 10Y | +169.7% | +302.5% | -132.8% | +37.7% |
| All | +4,711.0% | +3,477.8% | +1,233.2% | +909.7% |
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 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