-15.0%
KGC vs OVV
+61.3%
-76.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.8% | -7.6% | -5.3% |
| 7D | +8.0% | -7.3% | +15.3% | +6.3% |
| 30D | -9.3% | -3.6% | -5.7% | -10.0% |
| 3M | -21.3% | -2.6% | -18.7% | -21.5% |
| 6M | -31.5% | +7.6% | -39.1% | -29.8% |
| YTD | -23.2% | +59.6% | -82.8% | -26.0% |
| 1Y | -15.0% | +62.2% | -77.2% | -19.7% |
| All | -15.0% | +61.3% | -76.3% | -19.7% |
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