+29.3%
KORU vs OVV
-8.8%
+38.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.2% | +14.1% |
| 7D | +13.0% | +0.3% | +12.7% | +12.7% |
| 30D | +27.3% | +11.7% | +15.5% | +20.9% |
| 3M | -55.3% | +9.8% | -65.1% | -57.5% |
| 6M | +11.6% | +26.6% | -15.0% | -2.7% |
| YTD | +158.5% | +67.0% | +91.5% | +101.3% |
| 1Y | +482.2% | +55.9% | +426.2% | +363.2% |
| 3Y | +471.9% | +45.5% | +426.4% | +356.3% |
| 5Y | +41.1% | +157.3% | -116.2% | -12.3% |
| 10Y | +80.2% | +65.0% | +15.2% | -13.6% |
| All | +29.3% | -8.8% | +38.1% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling