+60.2%
OVV vs KMX
+0.2%
+59.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.9% |
| 7D | -3.7% | -0.7% | -3.0% | -3.7% |
| 30D | +8.0% | +4.1% | +3.9% | +7.8% |
| 3M | +11.3% | +27.5% | -16.2% | +10.5% |
| 6M | +24.0% | +43.6% | -19.6% | +22.8% |
| YTD | +65.3% | +56.8% | +8.6% | +64.2% |
| 1Y | +60.2% | -1.3% | +61.5% | +55.5% |
| All | +60.2% | +0.2% | +59.9% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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