+149.7%
KORU vs OVV
+57.6%
+92.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.2% | -5.4% |
| 7D | +24.3% | +6.5% | +17.8% | +22.8% |
| 30D | -44.8% | -2.7% | -42.2% | -44.6% |
| 3M | -60.0% | +3.1% | -63.2% | -60.6% |
| 6M | -78.7% | +12.8% | -91.5% | -79.7% |
| YTD | -10.6% | +68.1% | -78.7% | -33.0% |
| 1Y | -3.8% | +73.6% | -77.4% | -29.3% |
| All | +149.7% | +57.6% | +92.1% | +75.8% |
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