+4,323.1%
KLAC vs OVV
+151.1%
+4,172.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.7% |
| 7D | -2.1% | -7.3% | +5.2% | -0.4% |
| 30D | -21.8% | -3.6% | -18.2% | -21.3% |
| 3M | -20.5% | -2.6% | -17.9% | -20.5% |
| 6M | -18.0% | +7.6% | -25.5% | -20.1% |
| YTD | +26.4% | +59.6% | -33.2% | +12.1% |
| 1Y | +26.3% | +62.2% | -35.9% | +11.3% |
| 3Y | +193.3% | +49.6% | +143.7% | +159.3% |
| 5Y | +297.2% | +98.9% | +198.3% | +218.8% |
| 10Y | +2,288.0% | +45.1% | +2,242.8% | +1,453.5% |
| All | +4,323.1% | +151.1% | +4,172.0% | +1,741.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling