+133.4%
KR vs DOV
+300.2%
-166.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.6% |
| 7D | -0.2% | -2.0% | +1.8% | 0.0% |
| 30D | +5.1% | -8.9% | +14.0% | +6.1% |
| 3M | -8.2% | -13.3% | +5.1% | -6.8% |
| 6M | -18.0% | -9.7% | -8.3% | -17.3% |
| YTD | -4.8% | -2.5% | -2.3% | -5.0% |
| 1Y | -11.0% | +7.2% | -18.3% | -12.4% |
| 3Y | +37.7% | +39.4% | -1.7% | +28.5% |
| 5Y | +52.8% | +15.8% | +36.9% | +44.6% |
| All | +133.4% | +300.2% | -166.8% | +73.0% |
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