+515.7%
KORU vs OVV
+49.8%
+465.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.2% | +13.8% |
| 7D | +13.0% | +0.3% | +12.7% | +12.8% |
| 30D | +27.3% | +11.7% | +15.5% | +23.2% |
| 3M | -55.3% | +9.8% | -65.1% | -56.5% |
| 6M | +11.6% | +26.6% | -15.0% | -1.8% |
| YTD | +158.5% | +67.0% | +91.5% | +97.9% |
| 1Y | +482.2% | +55.9% | +426.2% | +357.0% |
| All | +515.7% | +49.8% | +465.9% | +351.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling