+12.2%
KWEB vs OVV
-0.6%
+12.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -7.8% | +8.0% | -15.9% | -8.8% |
| 30D | -6.4% | -2.0% | -4.4% | -6.4% |
| 3M | -14.6% | +5.4% | -20.0% | -15.5% |
| 6M | -25.0% | +14.3% | -39.3% | -26.8% |
| YTD | -32.7% | +69.4% | -102.1% | -38.1% |
| 1Y | -37.3% | +72.4% | -109.7% | -42.5% |
| 3Y | -5.9% | +58.4% | -64.3% | -14.0% |
| 5Y | -47.1% | +106.1% | -153.2% | -54.0% |
| 10Y | -22.3% | +59.6% | -82.0% | -39.2% |
| All | +12.2% | -0.6% | +12.9% | -10.2% |
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 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