+59.6%
KEYS vs DOV
+21.2%
+38.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -6.0% |
| 7D | -14.8% | +2.2% | -17.0% | -16.3% |
| 30D | -25.6% | +11.2% | -36.8% | -31.4% |
| 3M | -16.2% | +1.6% | -17.8% | -17.2% |
| 6M | -18.6% | -3.2% | -15.4% | -16.3% |
| YTD | +40.7% | +9.7% | +31.0% | +31.9% |
| 1Y | +59.6% | +20.5% | +39.1% | +31.8% |
| All | +59.6% | +21.2% | +38.4% | +31.8% |
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