-33.9%
KWEB vs OVV
+75.2%
-109.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.6% | +10.1% | +3.9% |
| 7D | +5.8% | -12.1% | +17.9% | +4.7% |
| 30D | -1.0% | +2.9% | -3.8% | -0.9% |
| 3M | -15.8% | +3.7% | -19.5% | -15.7% |
| 6M | -14.9% | +0.6% | -15.6% | -15.0% |
| YTD | -28.6% | +62.5% | -91.0% | -30.9% |
| 1Y | -33.9% | +72.0% | -105.9% | -36.1% |
| All | -33.9% | +75.2% | -109.1% | -36.1% |
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