+113.7%
KLAC vs OVV
+61.5%
+52.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.1% | +7.0% |
| 7D | +5.7% | +0.3% | +5.5% | +5.8% |
| 30D | -3.6% | +11.7% | -15.4% | -1.9% |
| 3M | -12.8% | +9.8% | -22.6% | -11.1% |
| 6M | +26.1% | +26.6% | -0.5% | +28.0% |
| YTD | +53.3% | +67.0% | -13.7% | +56.0% |
| 1Y | +113.7% | +55.9% | +57.8% | +116.3% |
| All | +113.7% | +61.5% | +52.1% | +116.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling