+319.3%
KMB vs OVV
+148.3%
+170.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +1.7% |
| 7D | +0.4% | -14.9% | +15.3% | +1.1% |
| 30D | +14.1% | -0.9% | +15.1% | +14.1% |
| 3M | -0.5% | +5.6% | -6.1% | -0.9% |
| 6M | +16.6% | -2.5% | +19.1% | +16.4% |
| YTD | +13.7% | +57.8% | -44.1% | +10.6% |
| 1Y | +16.1% | +70.1% | -54.0% | +12.5% |
| 3Y | +4.7% | +35.1% | -30.4% | +1.8% |
| 5Y | +1.5% | +86.1% | -84.5% | -4.8% |
| 10Y | +40.5% | +55.5% | -15.0% | +20.9% |
| All | +319.3% | +148.3% | +170.9% | +208.9% |
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 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