+131.6%
KMI vs OVV
+84.0%
+47.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.6% |
| 7D | -10.8% | -16.7% | +5.9% | -6.0% |
| 30D | -5.0% | -1.5% | -3.5% | -4.6% |
| 3M | -3.4% | +1.6% | -4.9% | -4.1% |
| 6M | -3.4% | +2.0% | -5.4% | -4.5% |
| YTD | +13.1% | +56.8% | -43.7% | -2.1% |
| 1Y | +19.0% | +64.8% | -45.8% | +1.4% |
| 3Y | +106.1% | +38.3% | +67.9% | +78.8% |
| All | +131.6% | +84.0% | +47.5% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling