+294.5%
KEEL vs OVV
+275.7%
+18.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +3.8% |
| 7D | +2.9% | -1.7% | +4.5% | +3.1% |
| 30D | +0.8% | +0.8% | +0.1% | +0.7% |
| 3M | -35.3% | +13.3% | -48.6% | -36.6% |
| 6M | +59.4% | +16.9% | +42.5% | +54.7% |
| YTD | +51.9% | +64.3% | -12.4% | +40.6% |
| 1Y | +75.0% | +54.2% | +20.8% | +63.1% |
| 3Y | +224.5% | +51.3% | +173.2% | +200.4% |
| 5Y | -35.9% | +154.3% | -190.2% | -39.9% |
| All | +294.5% | +275.7% | +18.8% | +381.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling