+90.1%
KEYS vs DOV
+14.8%
+75.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.3% |
| 7D | +3.5% | -2.0% | +5.5% | +5.1% |
| 30D | -4.5% | -8.9% | +4.4% | +2.3% |
| 3M | -0.4% | -13.3% | +12.9% | +10.4% |
| 6M | +19.1% | -9.7% | +28.8% | +28.1% |
| YTD | +66.7% | -2.5% | +69.1% | +69.3% |
| 1Y | +96.5% | +7.2% | +89.2% | +85.5% |
| 3Y | +155.2% | +39.4% | +115.7% | +98.7% |
| All | +90.1% | +14.8% | +75.2% | +63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling