+634.8%
KGC vs OVV
+51.8%
+582.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.5% |
| 7D | +0.2% | +1.2% | -1.0% | +0.1% |
| 30D | -8.8% | -2.5% | -6.3% | -8.8% |
| 3M | -21.1% | +0.5% | -21.6% | -21.3% |
| 6M | -32.3% | +8.5% | -40.8% | -33.2% |
| YTD | -23.5% | +64.5% | -87.9% | -27.9% |
| 1Y | -15.0% | +64.7% | -79.6% | -20.0% |
| 3Y | +327.5% | +54.1% | +273.4% | +300.3% |
| 5Y | +244.3% | +95.4% | +148.9% | +213.6% |
| 10Y | +634.8% | +54.9% | +579.8% | +533.1% |
| All | +634.8% | +51.8% | +582.9% | +533.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling