+667.1%
KR vs OVV
+162.8%
+504.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.3% |
| 7D | +1.5% | +0.3% | +1.2% | +1.5% |
| 30D | +4.1% | +11.7% | -7.7% | +3.2% |
| 3M | -5.2% | +9.8% | -15.0% | -6.0% |
| 6M | -12.8% | +26.6% | -39.3% | -14.5% |
| YTD | -4.6% | +67.0% | -71.6% | -8.5% |
| 1Y | -11.7% | +55.9% | -67.6% | -14.9% |
| 3Y | +36.3% | +45.5% | -9.2% | +30.3% |
| 5Y | +40.0% | +157.3% | -117.4% | +25.2% |
| 10Y | +122.2% | +65.0% | +57.2% | +86.7% |
| All | +667.1% | +162.8% | +504.3% | +343.8% |
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