+1,058.3%
KEYS vs OVV
-8.8%
+1,067.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.2% | +1.7% |
| 7D | +2.3% | +0.3% | +2.0% | +2.2% |
| 30D | -2.6% | +11.7% | -14.4% | -4.2% |
| 3M | -4.6% | +9.8% | -14.4% | -6.1% |
| 6M | +8.7% | +26.6% | -17.8% | +4.6% |
| YTD | +61.0% | +67.0% | -6.0% | +48.9% |
| 1Y | +96.0% | +55.9% | +40.1% | +82.5% |
| 3Y | +144.4% | +45.5% | +98.9% | +127.1% |
| 5Y | +80.5% | +157.3% | -76.8% | +52.3% |
| 10Y | +974.9% | +65.0% | +909.9% | +697.2% |
| All | +1,058.3% | -8.8% | +1,067.1% | +754.2% |
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 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