+1,632.5%
KKR vs OVV
-44.8%
+1,677.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +1.0% | +2.4% |
| 7D | +5.1% | -7.3% | +12.3% | +6.8% |
| 30D | +10.9% | -3.6% | +14.5% | +11.4% |
| 3M | -2.9% | -2.6% | -0.2% | -2.9% |
| 6M | -1.2% | +7.6% | -8.8% | -4.2% |
| YTD | -20.4% | +59.6% | -80.0% | -30.5% |
| 1Y | -15.4% | +62.2% | -77.6% | -26.6% |
| 3Y | +61.9% | +49.6% | +12.3% | +41.8% |
| 5Y | +38.3% | +98.9% | -60.7% | +9.5% |
| 10Y | +720.6% | +45.1% | +675.5% | +418.8% |
| All | +1,632.5% | -44.8% | +1,677.3% | +1,379.2% |
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