+1,078.2%
KEY vs DOV
+5,976.9%
-4,898.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.4% |
| 7D | +2.2% | -2.7% | +4.9% | +4.1% |
| 30D | -3.0% | -8.1% | +5.1% | +2.7% |
| 3M | +3.3% | -9.4% | +12.7% | +9.7% |
| 6M | +9.2% | -12.6% | +21.8% | +18.3% |
| YTD | +10.6% | -0.5% | +11.1% | +9.4% |
| 1Y | +20.4% | +9.2% | +11.2% | +10.8% |
| 3Y | +121.8% | +34.1% | +87.7% | +78.4% |
| 5Y | +41.1% | +17.3% | +23.9% | +25.3% |
| 10Y | +168.5% | +284.9% | -116.4% | +16.6% |
| All | +1,078.2% | +5,976.9% | -4,898.7% | +58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling