+66.5%
KKR vs OVV
+148.5%
-82.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -6.2% | -1.7% | -4.5% | -5.7% |
| 30D | -8.9% | +0.8% | -9.6% | -9.2% |
| 3M | +6.3% | +13.3% | -7.0% | +1.4% |
| 6M | +16.5% | +16.9% | -0.5% | +8.8% |
| YTD | -20.3% | +64.3% | -84.5% | -34.2% |
| 1Y | -29.8% | +54.2% | -84.0% | -41.2% |
| 3Y | +63.2% | +51.3% | +11.8% | +33.9% |
| All | +66.5% | +148.5% | -82.0% | +18.3% |
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