+239.3%
KDP vs OVV
+48.9%
+190.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +0.3% | -10.7% | +11.1% | +1.0% |
| 30D | +16.3% | -5.3% | +21.6% | +16.6% |
| 3M | +24.0% | +2.4% | +21.6% | +23.6% |
| 6M | +30.0% | +5.7% | +24.3% | +29.2% |
| YTD | +36.1% | +56.8% | -20.7% | +31.7% |
| 1Y | +46.8% | +59.3% | -12.4% | +42.0% |
| 3Y | +30.5% | +49.0% | -18.5% | +25.4% |
| 5Y | +17.9% | +88.1% | -70.2% | +9.6% |
| 10Y | +239.3% | +42.5% | +196.7% | +154.7% |
| All | +239.3% | +48.9% | +190.4% | +154.7% |
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