+111.8%
KMI vs OVV
-41.0%
+152.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.2% |
| 7D | -0.5% | +0.3% | -0.8% | -0.6% |
| 30D | +0.9% | +11.7% | -10.8% | -2.3% |
| 3M | 0.0% | +9.8% | -9.8% | -2.9% |
| 6M | -5.7% | +26.6% | -32.3% | -12.3% |
| YTD | +17.5% | +67.0% | -49.5% | +0.9% |
| 1Y | +22.3% | +55.9% | -33.6% | +6.5% |
| 3Y | +111.9% | +45.5% | +66.4% | +82.7% |
| 5Y | +151.8% | +157.3% | -5.5% | +76.4% |
| 10Y | +138.7% | +65.0% | +73.6% | +36.4% |
| All | +111.8% | -41.0% | +152.8% | +43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling