+54.9%
OVV vs KRMN
+17.4%
+37.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -11.3% | +11.7% | +1.0% |
| 7D | -3.8% | -12.9% | +9.1% | -3.2% |
| 30D | +1.3% | -43.3% | +44.6% | +4.2% |
| 3M | +14.3% | -27.2% | +41.5% | +15.6% |
| 6M | +21.1% | -66.8% | +87.9% | +31.5% |
| YTD | +66.0% | -51.9% | +117.9% | +68.1% |
| 1Y | +59.3% | -43.7% | +102.9% | +54.5% |
| All | +54.9% | +17.4% | +37.5% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling