+606.4%
KTOS vs DOV
+300.2%
+306.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.1% |
| 30D | -26.8% | -8.9% | -17.9% | -22.1% |
| 3M | -20.6% | -13.3% | -7.3% | -13.6% |
| 6M | -47.5% | -9.7% | -37.8% | -44.6% |
| YTD | -38.5% | -2.5% | -36.0% | -38.7% |
| 1Y | -31.0% | +7.2% | -38.2% | -35.6% |
| 3Y | +216.5% | +39.4% | +177.1% | +139.2% |
| 5Y | +105.7% | +15.8% | +89.8% | +74.2% |
| All | +606.4% | +300.2% | +306.2% | +160.4% |
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