+236.8%
KGC vs OVV
+97.1%
+139.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.7% |
| 7D | +0.2% | +1.2% | -1.0% | 0.0% |
| 30D | -8.8% | -2.5% | -6.3% | -8.8% |
| 3M | -21.1% | +0.5% | -21.6% | -21.5% |
| 6M | -32.3% | +8.5% | -40.8% | -33.9% |
| YTD | -23.5% | +64.5% | -87.9% | -31.9% |
| 1Y | -15.0% | +64.7% | -79.6% | -24.4% |
| 3Y | +327.5% | +54.1% | +273.4% | +274.4% |
| All | +236.8% | +97.1% | +139.8% | +186.1% |
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 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