+67.8%
KNX vs OVV
+57.8%
+9.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | -0.5% | -2.9% | +2.4% | -0.6% |
| 30D | +1.0% | +0.9% | +0.2% | +1.1% |
| 3M | -12.6% | +11.0% | -23.7% | -12.2% |
| 6M | +21.1% | +22.3% | -1.2% | +20.7% |
| YTD | +33.2% | +65.1% | -31.9% | +29.7% |
| 1Y | +67.8% | +53.1% | +14.7% | +70.0% |
| All | +67.8% | +57.8% | +9.9% | +70.0% |
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