-52.9%
KORU vs OVV
-10.2%
-42.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.0% | +15.4% | +17.3% |
| 7D | -18.1% | +1.2% | -19.3% | -17.9% |
| 30D | -45.7% | -2.5% | -43.2% | -45.1% |
| 3M | -51.6% | +0.5% | -52.1% | -52.2% |
| 6M | -82.6% | +8.5% | -91.1% | -83.6% |
| YTD | -5.9% | +64.5% | -70.4% | -26.9% |
| 1Y | +3.3% | +64.7% | -61.4% | -20.0% |
| 3Y | +154.5% | +54.1% | +100.3% | +98.0% |
| 5Y | -26.6% | +95.4% | -122.0% | -49.7% |
| 10Y | -14.3% | +54.9% | -69.2% | -58.1% |
| All | -52.9% | -10.2% | -42.8% | -75.0% |
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