+82.9%
KORU vs OVV
+56.5%
+26.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.2% |
| 7D | -1.7% | -1.7% | -0.1% | -1.1% |
| 30D | +13.5% | +0.8% | +12.8% | +12.8% |
| 3M | -45.2% | +13.3% | -58.5% | -49.2% |
| 6M | +17.1% | +16.9% | +0.2% | +5.0% |
| YTD | +154.1% | +64.3% | +89.9% | +97.2% |
| 1Y | +375.7% | +54.2% | +321.5% | +276.7% |
| 3Y | +474.0% | +51.3% | +422.7% | +346.0% |
| 5Y | +60.4% | +154.3% | -93.8% | -1.9% |
| All | +82.9% | +56.5% | +26.4% | -10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling