+54.3%
OVV vs KRMN
+32.3%
+22.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.0% |
| 7D | -3.7% | -3.4% | -0.3% | -3.6% |
| 30D | +8.0% | -31.8% | +39.8% | +10.1% |
| 3M | +11.3% | -20.0% | +31.3% | +12.1% |
| 6M | +24.0% | -60.5% | +84.5% | +32.9% |
| YTD | +65.3% | -45.8% | +111.1% | +66.5% |
| 1Y | +60.2% | -36.4% | +96.5% | +54.4% |
| All | +54.3% | +32.3% | +22.0% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling