+294.5%
KEEL vs DOV
+133.3%
+161.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.1% |
| 7D | +2.9% | -2.0% | +4.9% | +4.6% |
| 30D | +0.8% | -8.9% | +9.7% | +8.7% |
| 3M | -35.3% | -13.3% | -22.1% | -27.9% |
| 6M | +59.4% | -9.7% | +69.0% | +72.7% |
| YTD | +51.9% | -2.5% | +54.4% | +56.1% |
| 1Y | +75.0% | +7.2% | +67.8% | +65.1% |
| 3Y | +224.5% | +39.4% | +185.1% | +170.5% |
| 5Y | -35.9% | +15.8% | -51.7% | -42.6% |
| All | +294.5% | +133.3% | +161.2% | +322.0% |
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