+309.9%
KEEL vs OVV
+279.7%
+30.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.6% |
| 7D | +19.3% | -3.8% | +23.1% | +19.8% |
| 30D | +9.1% | +1.3% | +7.8% | +8.9% |
| 3M | -31.5% | +14.3% | -45.9% | -33.0% |
| 6M | +75.8% | +21.1% | +54.7% | +69.9% |
| YTD | +57.9% | +66.0% | -8.1% | +45.9% |
| 1Y | +133.3% | +59.3% | +74.0% | +116.5% |
| 3Y | +204.1% | +47.6% | +156.5% | +182.1% |
| 5Y | -37.5% | +162.0% | -199.5% | -41.4% |
| All | +309.9% | +279.7% | +30.2% | +400.0% |
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