+555.2%
KGC vs OVV
+45.7%
+509.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.5% | -2.2% |
| 7D | -1.3% | +0.3% | -1.5% | -1.3% |
| 30D | +20.3% | +11.7% | +8.5% | +19.3% |
| 3M | +8.1% | +9.8% | -1.7% | +7.2% |
| 6M | -8.8% | +26.6% | -35.3% | -12.1% |
| YTD | +10.1% | +67.0% | -57.0% | +1.2% |
| 1Y | +44.2% | +55.9% | -11.7% | +33.6% |
| All | +555.2% | +45.7% | +509.5% | +500.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling