-35.3%
KEEL vs DOV
+14.8%
-50.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.7% |
| 7D | +2.9% | -2.0% | +4.9% | +5.7% |
| 30D | +0.8% | -8.9% | +9.7% | +13.7% |
| 3M | -35.3% | -13.3% | -22.1% | -23.4% |
| 6M | +59.4% | -9.7% | +69.0% | +79.1% |
| YTD | +51.9% | -2.5% | +54.4% | +55.1% |
| 1Y | +75.0% | +7.2% | +67.8% | +53.2% |
| 3Y | +224.5% | +39.4% | +185.1% | +104.3% |
| All | -35.3% | +14.8% | -50.2% | -44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling