+82.9%
KORU vs DOV
+300.2%
-217.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +7.6% |
| 7D | -1.7% | -2.0% | +0.3% | +1.6% |
| 30D | +13.5% | -8.9% | +22.4% | +31.1% |
| 3M | -45.2% | -13.3% | -31.9% | -29.7% |
| 6M | +17.1% | -9.7% | +26.8% | +47.6% |
| YTD | +154.1% | -2.5% | +156.6% | +192.5% |
| 1Y | +375.7% | +7.2% | +368.4% | +370.0% |
| 3Y | +474.0% | +39.4% | +434.6% | +295.2% |
| 5Y | +60.4% | +15.8% | +44.6% | +50.7% |
| All | +82.9% | +300.2% | -217.2% | -35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling