-1.2%
KWEB vs OVV
+52.7%
-53.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -3.6% | -3.8% | +0.2% | -3.0% |
| 30D | -14.9% | +1.3% | -16.2% | -15.1% |
| 3M | -5.4% | +14.3% | -19.8% | -7.6% |
| 6M | -18.9% | +21.1% | -40.0% | -22.1% |
| YTD | -27.2% | +66.0% | -93.2% | -34.8% |
| 1Y | -34.2% | +59.3% | -93.5% | -40.8% |
| All | -1.2% | +52.7% | -53.9% | -13.2% |
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 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