+177.6%
KEEL vs OVV
+61.5%
+116.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +3.5% |
| 7D | +7.8% | +0.3% | +7.5% | +7.7% |
| 30D | -11.7% | +11.7% | -23.4% | -11.4% |
| 3M | -41.5% | +9.8% | -51.3% | -41.0% |
| 6M | +54.9% | +26.6% | +28.3% | +47.2% |
| YTD | +47.7% | +67.0% | -19.4% | +24.8% |
| 1Y | +177.6% | +55.9% | +121.7% | +137.9% |
| All | +177.6% | +61.5% | +116.1% | +137.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling