+25.0%
KLAC vs OVV
+58.4%
-33.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | -1.1% | -10.7% | +9.6% | -3.6% |
| 30D | -22.6% | -5.3% | -17.3% | -23.1% |
| 3M | -23.5% | +2.4% | -25.9% | -22.4% |
| 6M | -18.8% | +5.7% | -24.5% | -16.6% |
| YTD | +25.0% | +56.8% | -31.7% | +34.6% |
| All | +25.0% | +58.4% | -33.5% | +35.3% |
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