+84.6%
KEY vs OVV
+148.3%
-63.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -1.8% |
| 7D | -2.5% | -14.9% | +12.4% | +2.5% |
| 30D | +4.1% | -0.9% | +5.0% | +4.0% |
| 3M | -8.4% | +5.6% | -13.9% | -10.6% |
| 6M | -2.3% | -2.5% | +0.2% | -3.1% |
| YTD | +4.6% | +57.8% | -53.3% | -12.5% |
| 1Y | +24.6% | +70.1% | -45.5% | +1.4% |
| 3Y | +112.8% | +35.1% | +77.6% | +82.1% |
| 5Y | +12.9% | +86.1% | -73.2% | -18.9% |
| 10Y | +126.7% | +55.5% | +71.1% | +15.1% |
| All | +84.6% | +148.3% | -63.7% | -19.0% |
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