+65.9%
KNX vs OVV
+61.5%
+4.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.7% | +5.5% | +3.7% |
| 7D | +7.4% | +0.3% | +7.1% | +7.4% |
| 30D | +2.0% | +11.7% | -9.8% | +2.5% |
| 3M | -7.9% | +9.8% | -17.7% | -7.4% |
| 6M | +14.4% | +26.6% | -12.2% | +14.0% |
| YTD | +38.9% | +67.0% | -28.1% | +35.8% |
| 1Y | +65.9% | +55.9% | +10.0% | +64.5% |
| All | +65.9% | +61.5% | +4.4% | +64.5% |
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