+274.4%
KLAC vs OVV
+51.0%
+223.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.1% |
| 7D | -2.7% | -1.7% | -1.0% | -2.3% |
| 30D | -13.2% | +0.8% | -13.9% | -13.4% |
| 3M | -25.0% | +13.3% | -38.3% | -27.6% |
| 6M | +23.6% | +16.9% | +6.7% | +16.6% |
| YTD | +49.2% | +64.3% | -15.0% | +25.5% |
| 1Y | +89.3% | +54.2% | +35.1% | +61.7% |
| 3Y | +274.4% | +51.3% | +223.0% | +211.8% |
| All | +274.4% | +51.0% | +223.3% | +211.8% |
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