-4.3%
KGC vs OVV
+75.2%
-79.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.6% | +13.1% | +6.1% |
| 7D | -6.8% | -12.1% | +5.3% | -9.4% |
| 30D | -9.2% | +2.9% | -12.0% | -8.6% |
| 3M | -9.1% | +3.7% | -12.8% | -7.8% |
| 6M | -25.7% | +0.6% | -26.3% | -24.5% |
| YTD | -23.6% | +62.5% | -86.1% | -24.5% |
| 1Y | -4.3% | +72.0% | -76.3% | -6.8% |
| All | -4.3% | +75.2% | -79.5% | -6.8% |
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