+728.2%
KKR vs OVV
+55.1%
+673.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -2.2% | -3.8% | +1.6% | -1.3% |
| 30D | +0.3% | +1.3% | -1.0% | -0.1% |
| 3M | +8.8% | +14.3% | -5.5% | +5.0% |
| 6M | +14.9% | +21.1% | -6.2% | +8.6% |
| YTD | -17.9% | +66.0% | -83.9% | -28.3% |
| 1Y | -23.7% | +59.3% | -83.0% | -32.9% |
| 3Y | +69.1% | +47.6% | +21.5% | +49.4% |
| 5Y | +72.6% | +162.0% | -89.4% | +31.5% |
| 10Y | +728.2% | +56.5% | +671.7% | +414.8% |
| All | +728.2% | +55.1% | +673.1% | +414.8% |
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