+136.6%
KMI vs OVV
+55.1%
+81.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | -1.8% | -3.8% | +2.0% | -0.8% |
| 30D | +0.1% | +1.3% | -1.2% | -0.3% |
| 3M | +1.2% | +14.3% | -13.2% | -2.6% |
| 6M | -3.9% | +21.1% | -25.0% | -9.2% |
| YTD | +17.5% | +66.0% | -48.5% | +1.9% |
| 1Y | +22.6% | +59.3% | -36.6% | +7.1% |
| 3Y | +116.3% | +47.6% | +68.7% | +87.5% |
| 5Y | +157.6% | +162.0% | -4.4% | +84.7% |
| 10Y | +136.6% | +56.5% | +80.1% | +37.5% |
| All | +136.6% | +55.1% | +81.4% | +37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling