+19.6%
KMI vs OVV
+61.3%
-41.7%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.6% |
| 7D | -5.1% | -7.3% | +2.2% | -3.3% |
| 30D | -3.1% | -3.6% | +0.4% | -2.1% |
| 3M | +0.2% | -2.6% | +2.9% | +0.9% |
| 6M | +1.1% | +7.6% | -6.5% | -0.6% |
| YTD | +17.7% | +59.6% | -41.9% | +5.6% |
| 1Y | +19.6% | +62.2% | -42.6% | +6.0% |
| All | +19.6% | +61.3% | -41.7% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling