+84.6%
KRE vs DOV
+38.7%
+45.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | 0.0% |
| 7D | -1.1% | +1.3% | -2.4% | -1.9% |
| 30D | -3.4% | -8.6% | +5.3% | +2.4% |
| 3M | +3.7% | -13.1% | +16.8% | +12.8% |
| 6M | +14.8% | -8.8% | +23.6% | +19.9% |
| YTD | +14.7% | -1.2% | +15.9% | +12.3% |
| 1Y | +16.0% | +10.7% | +5.3% | +3.5% |
| All | +84.6% | +38.7% | +45.9% | +27.8% |
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