+56.9%
OVV vs KRMN
+35.0%
+21.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.4% | +11.6% | +2.7% |
| 7D | +6.5% | +26.2% | -19.7% | +4.8% |
| 30D | -2.7% | +34.3% | -37.0% | -4.4% |
| 3M | +3.1% | -34.6% | +37.7% | +5.0% |
| 6M | +12.8% | -35.2% | +48.0% | +15.0% |
| YTD | +68.1% | -44.6% | +112.8% | +68.5% |
| 1Y | +73.6% | -40.2% | +113.9% | +70.8% |
| All | +56.9% | +35.0% | +21.9% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 10y: compounded portfolio wealth divided by compounded KRMN 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…
10y analysis · Full analysis span regression · 6 months rolling