+38.3%
KKR vs OVV
+92.4%
-54.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +1.0% | +2.3% |
| 7D | +5.1% | -7.3% | +12.3% | +7.3% |
| 30D | +10.9% | -3.6% | +14.5% | +11.4% |
| 3M | -2.9% | -2.6% | -0.2% | -3.0% |
| 6M | -1.2% | +7.6% | -8.8% | -5.3% |
| YTD | -20.4% | +59.6% | -80.0% | -34.6% |
| 1Y | -15.4% | +62.2% | -77.6% | -31.1% |
| 3Y | +61.9% | +49.6% | +12.3% | +32.2% |
| 5Y | +38.3% | +98.9% | -60.7% | +0.1% |
| All | +38.3% | +92.4% | -54.1% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling