+827.0%
KR vs OVV
+166.6%
+660.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.4% |
| 7D | +4.6% | +8.0% | -3.5% | +4.0% |
| 30D | +12.2% | -2.0% | +14.3% | +12.3% |
| 3M | +24.6% | +5.4% | +19.1% | +23.9% |
| 6M | +8.2% | +14.3% | -6.1% | +6.8% |
| YTD | +15.3% | +69.4% | -54.2% | +10.4% |
| 1Y | +9.8% | +72.4% | -62.6% | +4.9% |
| 3Y | +71.4% | +58.4% | +13.0% | +62.8% |
| 5Y | +85.1% | +106.1% | -21.1% | +68.6% |
| 10Y | +159.4% | +59.6% | +99.7% | +119.4% |
| All | +827.0% | +166.6% | +660.4% | +435.2% |
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 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