+22.5%
KORU vs DOV
+21.2%
+1.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.8% | -4.3% |
| 7D | -24.3% | +2.2% | -26.6% | -28.5% |
| 30D | -54.2% | +11.2% | -65.4% | -64.3% |
| 3M | -45.4% | +1.6% | -47.0% | -47.2% |
| 6M | -66.5% | -3.2% | -63.2% | -60.5% |
| YTD | +14.9% | +9.7% | +5.2% | +17.2% |
| 1Y | +22.5% | +20.5% | +2.0% | +2.7% |
| All | +22.5% | +21.2% | +1.3% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling