+1,117.5%
KDP vs OVV
-54.8%
+1,172.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.7% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | +6.0% | +11.7% | -5.7% | +5.0% |
| 3M | +9.2% | +9.8% | -0.6% | +8.2% |
| 6M | +14.7% | +26.6% | -11.9% | +12.0% |
| YTD | +19.2% | +67.0% | -47.8% | +13.7% |
| 1Y | +15.2% | +55.9% | -40.8% | +10.3% |
| 3Y | +6.0% | +45.5% | -39.5% | +0.7% |
| 5Y | +5.4% | +157.3% | -151.9% | -7.2% |
| 10Y | +171.9% | +65.0% | +106.9% | +111.4% |
| All | +1,117.5% | -54.8% | +1,172.3% | +889.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling