+147.5%
KR vs OVV
+57.6%
+89.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.8% | +0.3% |
| 7D | +0.5% | +6.5% | -6.0% | +0.2% |
| 30D | +14.9% | -2.7% | +17.6% | +15.0% |
| 3M | +25.4% | +3.1% | +22.2% | +25.1% |
| 6M | +9.3% | +12.8% | -3.5% | +8.5% |
| YTD | +13.7% | +68.1% | -54.5% | +10.5% |
| 1Y | +9.2% | +73.6% | -64.5% | +5.9% |
| 3Y | +70.1% | +57.6% | +12.5% | +64.5% |
| 5Y | +82.5% | +104.5% | -22.1% | +72.0% |
| All | +147.5% | +57.6% | +89.8% | +140.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling