-38.2%
KEEL vs OVV
+149.9%
-188.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -7.0% |
| 7D | +2.7% | -2.9% | +5.6% | +3.9% |
| 30D | +4.6% | +0.9% | +3.7% | +3.9% |
| 3M | -34.5% | +11.0% | -45.5% | -38.6% |
| 6M | +59.3% | +22.3% | +37.0% | +39.6% |
| YTD | +46.4% | +65.1% | -18.7% | +9.8% |
| 1Y | +96.6% | +53.1% | +43.4% | +51.6% |
| 3Y | +182.0% | +46.7% | +135.3% | +110.8% |
| 5Y | -38.2% | +155.5% | -193.7% | -68.5% |
| All | -38.2% | +149.9% | -188.2% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling