+2,986.0%
KLAC vs OVV
+55.1%
+2,930.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.3% |
| 7D | +6.2% | -3.8% | +10.0% | +6.9% |
| 30D | -5.0% | +1.3% | -6.3% | -5.3% |
| 3M | -14.4% | +14.3% | -28.8% | -16.9% |
| 6M | +28.3% | +21.1% | +7.2% | +22.4% |
| YTD | +51.1% | +66.0% | -14.9% | +35.5% |
| 1Y | +100.4% | +59.3% | +41.1% | +80.4% |
| 3Y | +276.3% | +47.6% | +228.8% | +238.7% |
| 5Y | +452.1% | +162.0% | +290.1% | +341.1% |
| 10Y | +2,986.0% | +56.5% | +2,929.5% | +1,905.7% |
| All | +2,986.0% | +55.1% | +2,930.8% | +1,905.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling