+5,265.9%
KLAC vs OVV
+162.8%
+5,103.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.1% | +7.7% |
| 7D | +5.7% | +0.3% | +5.5% | +5.6% |
| 30D | -3.6% | +11.7% | -15.4% | -6.1% |
| 3M | -12.8% | +9.8% | -22.6% | -15.0% |
| 6M | +26.1% | +26.6% | -0.5% | +18.3% |
| YTD | +53.3% | +67.0% | -13.7% | +35.2% |
| 1Y | +113.7% | +55.9% | +57.8% | +90.3% |
| 3Y | +274.9% | +45.5% | +229.4% | +233.5% |
| 5Y | +470.1% | +157.3% | +312.8% | +334.3% |
| 10Y | +2,997.0% | +65.0% | +2,932.0% | +1,848.3% |
| All | +5,265.9% | +162.8% | +5,103.1% | +2,120.7% |
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 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