+482.2%
KORU vs OVV
+61.5%
+420.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.2% | +12.6% |
| 7D | +13.0% | +0.3% | +12.7% | +13.3% |
| 30D | +27.3% | +11.7% | +15.5% | +34.2% |
| 3M | -55.3% | +9.8% | -65.1% | -52.2% |
| 6M | +11.6% | +26.6% | -15.0% | +12.3% |
| YTD | +158.5% | +67.0% | +91.5% | +133.1% |
| 1Y | +482.2% | +55.9% | +426.2% | +428.7% |
| All | +482.2% | +61.5% | +420.6% | +428.7% |
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