+687.0%
KKR vs OVV
+51.8%
+635.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | -1.5% |
| 7D | -1.3% | +1.2% | -2.5% | -1.5% |
| 30D | +9.3% | -2.5% | +11.9% | +9.5% |
| 3M | -9.8% | +0.5% | -10.3% | -10.5% |
| 6M | +1.0% | +8.5% | -7.5% | -2.1% |
| YTD | -21.1% | +64.5% | -85.5% | -31.3% |
| 1Y | -17.0% | +64.7% | -81.6% | -27.9% |
| 3Y | +60.6% | +54.1% | +6.5% | +40.1% |
| 5Y | +33.6% | +95.4% | -61.8% | +7.3% |
| 10Y | +687.0% | +54.9% | +632.1% | +392.8% |
| All | +687.0% | +51.8% | +635.2% | +392.8% |
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