+1,750.7%
KKR vs OVV
-42.2%
+1,792.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.4% |
| 7D | -0.9% | +0.3% | -1.1% | -1.0% |
| 30D | +2.2% | +11.7% | -9.6% | -0.7% |
| 3M | +13.1% | +9.8% | +3.3% | +9.9% |
| 6M | +15.3% | +26.6% | -11.3% | +7.5% |
| YTD | -15.0% | +67.0% | -82.0% | -26.2% |
| 1Y | -21.0% | +55.9% | -76.9% | -30.5% |
| 3Y | +76.7% | +45.5% | +31.2% | +56.0% |
| 5Y | +74.3% | +157.3% | -83.0% | +30.6% |
| 10Y | +753.7% | +65.0% | +688.7% | +422.1% |
| All | +1,750.7% | -42.2% | +1,792.9% | +1,471.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling