+84.5%
BKR vs OVV
+52.7%
+31.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.6% |
| 7D | -1.5% | -3.8% | +2.3% | +0.3% |
| 30D | -0.7% | +1.3% | -1.9% | -1.4% |
| 3M | +0.5% | +14.3% | -13.8% | -6.7% |
| 6M | +6.6% | +21.1% | -14.5% | -5.1% |
| YTD | +41.3% | +66.0% | -24.8% | +5.4% |
| 1Y | +42.2% | +59.3% | -17.1% | +7.9% |
| All | +84.5% | +52.7% | +31.8% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling