+65.3%
KEYS vs OVV
+70.1%
-4.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.3% |
| 7D | +16.7% | +6.5% | +10.2% | +17.2% |
| 30D | -17.8% | -2.7% | -15.2% | -18.0% |
| 3M | -14.2% | +3.1% | -17.3% | -13.7% |
| 6M | -15.9% | +12.8% | -28.7% | -14.5% |
| YTD | +49.7% | +68.1% | -18.4% | +53.6% |
| 1Y | +65.3% | +73.6% | -8.3% | +71.2% |
| All | +65.3% | +70.1% | -4.8% | +71.2% |
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