+426.7%
KORU vs DOV
+35.8%
+390.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.1% | -10.4% | -9.2% |
| 7D | +2.3% | -1.9% | +4.3% | +6.0% |
| 30D | +20.0% | -9.9% | +29.9% | +42.2% |
| 3M | -32.7% | -12.1% | -20.6% | -13.1% |
| 6M | +13.3% | -10.4% | +23.8% | +46.9% |
| YTD | +133.2% | -3.3% | +136.5% | +180.3% |
| 1Y | +357.3% | +7.8% | +349.5% | +372.6% |
| All | +426.7% | +35.8% | +390.9% | +256.7% |
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 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