-35.9%
KWEB vs DOV
+8.6%
-44.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -5.6% | -2.0% | -3.6% | -5.3% |
| 30D | -10.7% | -8.9% | -1.8% | -9.4% |
| 3M | -7.4% | -13.3% | +5.8% | -5.6% |
| 6M | -19.3% | -9.7% | -9.7% | -18.9% |
| YTD | -27.8% | -2.5% | -25.3% | -28.4% |
| 1Y | -35.9% | +7.2% | -43.2% | -38.3% |
| All | -35.9% | +8.6% | -44.6% | -38.3% |
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