+40.9%
KNX vs OVV
+75.2%
-34.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | -1.1% |
| 7D | +2.5% | -12.1% | +14.6% | +1.6% |
| 30D | -4.4% | +2.9% | -7.3% | -4.5% |
| 3M | -12.7% | +3.7% | -16.4% | -12.5% |
| 6M | +0.9% | +0.6% | +0.3% | +0.7% |
| YTD | +20.3% | +62.5% | -42.1% | +18.9% |
| 1Y | +40.9% | +72.0% | -31.1% | +37.5% |
| All | +40.9% | +75.2% | -34.2% | +37.5% |
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