+75.0%
KKR vs OVV
+48.8%
+26.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.3% |
| 7D | -0.9% | +0.3% | -1.1% | -1.0% |
| 30D | +2.2% | +11.7% | -9.6% | -1.7% |
| 3M | +13.1% | +9.8% | +3.3% | +8.8% |
| 6M | +15.3% | +26.6% | -11.3% | +3.6% |
| YTD | -15.0% | +67.0% | -82.0% | -32.6% |
| 1Y | -21.0% | +55.9% | -76.9% | -35.9% |
| All | +75.0% | +48.8% | +26.2% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling