+133.4%
KR vs OVV
+56.5%
+76.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.7% |
| 7D | -0.2% | -1.7% | +1.5% | -0.1% |
| 30D | +5.1% | +0.8% | +4.3% | +5.0% |
| 3M | -8.2% | +13.3% | -21.4% | -8.8% |
| 6M | -18.0% | +16.9% | -34.9% | -18.7% |
| YTD | -4.8% | +64.3% | -69.0% | -7.2% |
| 1Y | -11.0% | +54.2% | -65.2% | -13.1% |
| 3Y | +37.7% | +51.3% | -13.7% | +33.6% |
| 5Y | +52.8% | +154.3% | -101.5% | +42.8% |
| All | +133.4% | +56.5% | +76.9% | +127.1% |
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