-13.1%
KR vs OVV
+57.8%
-70.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -2.7% | -2.9% | +0.2% | -2.3% |
| 30D | +1.9% | +0.9% | +1.1% | +1.8% |
| 3M | -11.0% | +11.0% | -22.1% | -12.6% |
| 6M | -20.2% | +22.3% | -42.5% | -22.4% |
| YTD | -7.3% | +65.1% | -72.3% | -12.8% |
| 1Y | -13.1% | +53.1% | -66.2% | -19.5% |
| All | -13.1% | +57.8% | -70.9% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling