+224.5%
KEEL vs DOV
+37.0%
+187.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.8% |
| 7D | +2.9% | -2.0% | +4.9% | +5.5% |
| 30D | +0.8% | -8.9% | +9.7% | +12.5% |
| 3M | -35.3% | -13.3% | -22.1% | -24.5% |
| 6M | +59.4% | -9.7% | +69.0% | +77.4% |
| YTD | +51.9% | -2.5% | +54.4% | +55.2% |
| 1Y | +75.0% | +7.2% | +67.8% | +56.0% |
| 3Y | +224.5% | +39.4% | +185.1% | +136.3% |
| All | +224.5% | +37.0% | +187.5% | +136.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling