-5.9%
KWEB vs OVV
+58.8%
-64.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -7.8% | +8.0% | -15.9% | -8.7% |
| 30D | -6.4% | -2.0% | -4.4% | -6.4% |
| 3M | -14.6% | +5.4% | -20.0% | -15.6% |
| 6M | -25.0% | +14.3% | -39.3% | -27.1% |
| YTD | -32.7% | +69.4% | -102.1% | -40.3% |
| 1Y | -37.3% | +72.4% | -109.7% | -44.8% |
| 3Y | -5.9% | +58.4% | -64.3% | -17.8% |
| All | -5.9% | +58.8% | -64.7% | -17.8% |
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 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