+169.3%
KEY vs DOV
+286.8%
-117.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +1.3% |
| 7D | -0.3% | +1.3% | -1.7% | -1.5% |
| 30D | -3.3% | -8.6% | +5.4% | +4.8% |
| 3M | -0.7% | -13.1% | +12.4% | +11.4% |
| 6M | +12.5% | -8.8% | +21.3% | +19.8% |
| YTD | +8.4% | -1.2% | +9.6% | +6.6% |
| 1Y | +18.4% | +10.7% | +7.7% | +3.4% |
| 3Y | +123.3% | +39.3% | +84.1% | +55.1% |
| 5Y | +38.8% | +16.4% | +22.4% | +13.9% |
| 10Y | +169.3% | +302.5% | -133.2% | -5.2% |
| All | +169.3% | +286.8% | -117.5% | -5.2% |
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