+62.9%
KO vs DOV
+35.8%
+27.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.4% |
| 7D | -1.1% | -1.9% | +0.8% | -1.0% |
| 30D | +1.6% | -9.9% | +11.4% | +2.0% |
| 3M | +5.8% | -12.1% | +17.9% | +6.3% |
| 6M | +14.3% | -10.4% | +24.7% | +14.7% |
| YTD | +27.3% | -3.3% | +30.6% | +27.3% |
| 1Y | +33.2% | +7.8% | +25.4% | +32.3% |
| All | +62.9% | +35.8% | +27.1% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling