+155.0%
KMI vs OVV
+57.6%
+97.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.7% |
| 7D | +6.0% | +6.5% | -0.5% | +4.3% |
| 30D | -3.4% | -2.7% | -0.7% | -2.7% |
| 3M | +1.8% | +3.1% | -1.4% | +0.8% |
| 6M | +0.4% | +12.8% | -12.4% | -3.2% |
| YTD | +20.8% | +68.1% | -47.3% | +4.3% |
| 1Y | +23.0% | +73.6% | -50.7% | +5.1% |
| 3Y | +123.3% | +57.6% | +65.7% | +90.3% |
| 5Y | +149.8% | +104.5% | +45.3% | +90.6% |
| All | +155.0% | +57.6% | +97.4% | +47.9% |
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 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