-33.9%
KWEB vs DOV
+21.2%
-55.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +5.8% | +2.2% | +3.5% | +5.4% |
| 30D | -1.0% | +11.2% | -12.1% | -2.6% |
| 3M | -15.8% | +1.6% | -17.4% | -16.0% |
| 6M | -14.9% | -3.2% | -11.7% | -14.7% |
| YTD | -28.6% | +9.7% | -38.3% | -31.0% |
| 1Y | -33.9% | +20.5% | -54.5% | -37.6% |
| All | -33.9% | +21.2% | -55.1% | -37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling