+96.0%
KEYS vs DOV
+11.5%
+84.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.8% |
| 7D | +2.3% | -2.7% | +4.9% | +4.1% |
| 30D | -2.6% | -8.1% | +5.5% | +3.2% |
| 3M | -4.6% | -9.4% | +4.8% | +2.3% |
| 6M | +8.7% | -12.6% | +21.3% | +18.9% |
| YTD | +61.0% | -0.5% | +61.5% | +65.2% |
| 1Y | +96.0% | +9.2% | +86.7% | +96.0% |
| All | +96.0% | +11.5% | +84.5% | +96.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling