+256.4%
KDP vs OVV
+46.5%
+209.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | -0.1% | +1.7% |
| 7D | +8.2% | -7.3% | +15.5% | +8.6% |
| 30D | +18.4% | -3.6% | +21.9% | +18.5% |
| 3M | +29.2% | -2.6% | +31.9% | +29.3% |
| 6M | +32.3% | +7.6% | +24.7% | +31.3% |
| YTD | +38.5% | +59.6% | -21.1% | +33.9% |
| 1Y | +48.5% | +62.2% | -13.7% | +43.4% |
| 3Y | +32.5% | +49.6% | -17.1% | +27.3% |
| 5Y | +19.7% | +98.9% | -79.3% | +10.8% |
| 10Y | +256.4% | +45.1% | +211.2% | +168.4% |
| All | +256.4% | +46.5% | +209.9% | +168.4% |
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