+859.7%
KGC vs OVV
+162.8%
+696.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.5% | -1.9% |
| 7D | -1.3% | +0.3% | -1.5% | -1.4% |
| 30D | +20.3% | +11.7% | +8.5% | +16.9% |
| 3M | +8.1% | +9.8% | -1.7% | +4.9% |
| 6M | -8.8% | +26.6% | -35.3% | -15.5% |
| YTD | +10.1% | +67.0% | -57.0% | -5.2% |
| 1Y | +44.2% | +55.9% | -11.7% | +25.8% |
| 3Y | +533.0% | +45.5% | +487.5% | +443.1% |
| 5Y | +443.0% | +157.3% | +285.7% | +277.8% |
| 10Y | +678.6% | +65.0% | +613.6% | +315.7% |
| All | +859.7% | +162.8% | +696.9% | +283.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling