+57.9%
KORU vs OVV
+153.1%
-95.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | +24.3% | -3.7% | +28.0% | +26.1% |
| 30D | +37.3% | +8.0% | +29.3% | +32.0% |
| 3M | -32.8% | +11.3% | -44.1% | -37.8% |
| 6M | +36.9% | +24.0% | +12.9% | +17.6% |
| YTD | +162.6% | +65.3% | +97.3% | +93.5% |
| 1Y | +467.0% | +60.2% | +406.9% | +321.2% |
| 3Y | +522.4% | +46.9% | +475.4% | +360.2% |
| 5Y | +57.9% | +158.7% | -100.9% | -17.7% |
| All | +57.9% | +153.1% | -95.3% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling