+152.5%
KRE vs DOV
+809.1%
-656.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.2% | -2.0% |
| 7D | +2.3% | +2.5% | -0.2% | +0.4% |
| 30D | -2.5% | -7.5% | +5.0% | +3.2% |
| 3M | +6.2% | -9.7% | +15.9% | +13.3% |
| 6M | +15.8% | -6.1% | +21.9% | +19.3% |
| YTD | +16.0% | +0.5% | +15.5% | +13.3% |
| 1Y | +16.2% | +10.5% | +5.6% | +4.7% |
| 3Y | +86.4% | +41.7% | +44.7% | +38.8% |
| 5Y | +33.0% | +18.4% | +14.5% | +12.0% |
| 10Y | +123.0% | +289.8% | -166.8% | -22.5% |
| All | +152.5% | +809.1% | -656.6% | -63.1% |
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