+9.2%
KR vs OVV
+70.1%
-60.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.8% | +0.1% |
| 7D | +0.5% | +6.5% | -6.0% | -0.3% |
| 30D | +14.9% | -2.7% | +17.6% | +14.9% |
| 3M | +25.4% | +3.1% | +22.2% | +23.8% |
| 6M | +9.3% | +12.8% | -3.5% | +5.9% |
| YTD | +13.7% | +68.1% | -54.5% | +0.4% |
| 1Y | +9.2% | +73.6% | -64.5% | -4.2% |
| All | +9.2% | +70.1% | -60.9% | -4.2% |
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