+206.1%
KLAC vs OVV
+46.2%
+159.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | -1.1% | -10.7% | +9.6% | +1.3% |
| 30D | -22.6% | -5.3% | -17.3% | -21.8% |
| 3M | -23.5% | +2.4% | -25.9% | -24.5% |
| 6M | -18.8% | +5.7% | -24.5% | -21.0% |
| YTD | +25.0% | +56.8% | -31.7% | +4.5% |
| 1Y | +27.5% | +59.3% | -31.7% | +5.3% |
| 3Y | +206.1% | +49.0% | +157.2% | +155.0% |
| All | +206.1% | +46.2% | +159.9% | +155.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling