+90.4%
KRE vs OVV
+58.8%
+31.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +0.7% | +8.0% | -7.3% | -1.0% |
| 30D | +6.1% | -2.0% | +8.2% | +6.3% |
| 3M | -5.9% | +5.4% | -11.3% | -7.6% |
| 6M | +9.6% | +14.3% | -4.7% | +4.8% |
| YTD | +14.2% | +69.4% | -55.2% | -5.1% |
| 1Y | +22.5% | +72.4% | -49.9% | +1.0% |
| 3Y | +90.4% | +58.4% | +32.0% | +51.3% |
| All | +90.4% | +58.8% | +31.6% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling