+651.4%
KKR vs OVV
+58.9%
+592.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | +1.6% | +8.0% | -6.4% | -0.2% |
| 30D | +14.5% | -2.0% | +16.6% | +14.6% |
| 3M | -15.0% | +5.4% | -20.4% | -16.5% |
| 6M | +1.0% | +14.3% | -13.2% | -3.2% |
| YTD | -22.6% | +69.4% | -92.1% | -33.2% |
| 1Y | -18.2% | +72.4% | -90.6% | -29.7% |
| 3Y | +56.4% | +58.4% | -2.0% | +35.5% |
| 5Y | +29.6% | +106.1% | -76.6% | +2.9% |
| All | +651.4% | +58.9% | +592.6% | +367.6% |
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