+121.4%
BKR vs OVV
+57.3%
+64.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.4% |
| 7D | -6.7% | -2.9% | -3.8% | -5.5% |
| 30D | -8.3% | +0.9% | -9.2% | -8.7% |
| 3M | -5.4% | +11.0% | -16.4% | -9.8% |
| 6M | +0.8% | +22.3% | -21.5% | -8.2% |
| YTD | +31.8% | +65.1% | -33.2% | +5.8% |
| 1Y | +28.6% | +53.1% | -24.5% | +6.0% |
| 3Y | +71.2% | +46.7% | +24.5% | +41.0% |
| 5Y | +179.2% | +155.5% | +23.7% | +76.7% |
| All | +121.4% | +57.3% | +64.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling