+142.0%
KMI vs OVV
+46.5%
+95.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.6% |
| 7D | -5.1% | -7.3% | +2.2% | -3.2% |
| 30D | -3.1% | -3.6% | +0.4% | -2.2% |
| 3M | +0.2% | -2.6% | +2.9% | +0.7% |
| 6M | +1.1% | +7.6% | -6.5% | -1.3% |
| YTD | +17.7% | +59.6% | -41.9% | +3.0% |
| 1Y | +19.6% | +62.2% | -42.6% | +4.1% |
| 3Y | +117.6% | +49.6% | +68.0% | +87.9% |
| 5Y | +143.1% | +98.9% | +44.2% | +86.7% |
| 10Y | +142.0% | +45.1% | +96.9% | +41.9% |
| All | +142.0% | +46.5% | +95.5% | +41.9% |
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