+31.4%
KORU vs DOV
+402.1%
-370.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +0.2% |
| 7D | +24.3% | +2.5% | +21.8% | +20.2% |
| 30D | +37.3% | -7.5% | +44.8% | +53.3% |
| 3M | -32.8% | -9.7% | -23.1% | -19.2% |
| 6M | +36.9% | -6.1% | +43.0% | +61.4% |
| YTD | +162.6% | +0.5% | +162.1% | +187.3% |
| 1Y | +467.0% | +10.5% | +456.5% | +437.3% |
| 3Y | +522.4% | +41.7% | +480.7% | +333.4% |
| 5Y | +57.9% | +18.4% | +39.4% | +46.5% |
| 10Y | +70.8% | +289.8% | -219.0% | -50.6% |
| All | +31.4% | +402.1% | -370.7% | -70.1% |
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