+286.2%
KGC vs OVV
+84.0%
+202.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.7% | +3.1% |
| 7D | +10.5% | -16.7% | +27.1% | +13.3% |
| 30D | -4.1% | -1.5% | -2.6% | -4.2% |
| 3M | -13.1% | +1.6% | -14.6% | -13.8% |
| 6M | -27.5% | +2.0% | -29.6% | -28.5% |
| YTD | -20.7% | +56.8% | -77.5% | -28.9% |
| 1Y | -6.1% | +64.8% | -70.9% | -16.7% |
| 3Y | +318.6% | +38.3% | +280.3% | +274.4% |
| All | +286.2% | +84.0% | +202.2% | +230.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling