-54.1%
KHC vs OVV
+48.9%
-102.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | -2.0% | -10.7% | +8.7% | -1.1% |
| 30D | +9.7% | -5.3% | +14.9% | +10.1% |
| 3M | -2.0% | +2.4% | -4.4% | -2.4% |
| 6M | +5.4% | +5.7% | -0.2% | +4.5% |
| YTD | +5.9% | +56.8% | -50.8% | +0.9% |
| 1Y | +7.5% | +59.3% | -51.8% | +2.2% |
| 3Y | -12.4% | +49.0% | -61.4% | -17.4% |
| 5Y | -15.8% | +88.1% | -104.0% | -25.0% |
| 10Y | -54.1% | +42.5% | -96.6% | -66.6% |
| All | -54.1% | +48.9% | -102.9% | -66.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling