+10.7%
DHR vs KEYS
+55.9%
-45.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +1.8% |
| 7D | +0.4% | -14.8% | +15.2% | -0.3% |
| 30D | +6.2% | -25.6% | +31.8% | +4.6% |
| 3M | +20.8% | -16.2% | +37.1% | +19.9% |
| 6M | +35.5% | -18.6% | +54.1% | +35.0% |
| YTD | +3.2% | +40.7% | -37.4% | -4.0% |
| 1Y | +10.7% | +59.6% | -48.9% | +1.9% |
| All | +10.7% | +55.9% | -45.2% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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