+1,007.5%
KEY vs DOV
+6,322.5%
-5,315.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -1.0% |
| 7D | -1.3% | -1.9% | +0.6% | -0.1% |
| 30D | +5.1% | +8.3% | -3.1% | -0.6% |
| 3M | -7.1% | -3.1% | -4.0% | -5.4% |
| 6M | -4.4% | -9.8% | +5.4% | +1.5% |
| YTD | +4.0% | +5.2% | -1.2% | -1.2% |
| 1Y | +23.4% | +15.3% | +8.1% | +9.9% |
| 3Y | +113.9% | +58.8% | +55.1% | +52.8% |
| 5Y | +12.3% | +26.6% | -14.2% | -5.4% |
| 10Y | +125.5% | +351.6% | -226.2% | -11.2% |
| All | +1,007.5% | +6,322.5% | -5,315.0% | +43.0% |
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 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