-0.1%
KMB vs OVV
+92.4%
-92.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.9% | -1.0% |
| 7D | +6.0% | -7.3% | +13.3% | +5.8% |
| 30D | +13.5% | -3.6% | +17.1% | +13.4% |
| 3M | +3.8% | -2.6% | +6.4% | +3.7% |
| 6M | +15.6% | +7.6% | +8.0% | +15.9% |
| YTD | +14.0% | +59.6% | -45.6% | +14.8% |
| 1Y | +12.9% | +62.2% | -49.3% | +13.7% |
| 3Y | +3.7% | +49.6% | -45.9% | +4.4% |
| 5Y | -0.1% | +98.9% | -99.0% | +2.9% |
| All | -0.1% | +92.4% | -92.4% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling