+55.9%
OVV vs KRMN
+33.3%
+22.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.7% |
| 7D | +0.3% | -12.3% | +12.5% | +0.9% |
| 30D | +11.7% | -27.5% | +39.2% | +13.6% |
| 3M | +9.8% | -26.5% | +36.3% | +11.5% |
| 6M | +26.6% | -59.6% | +86.1% | +35.3% |
| YTD | +67.0% | -45.4% | +112.4% | +68.1% |
| 1Y | +55.9% | -25.1% | +81.0% | +44.4% |
| All | +55.9% | +33.3% | +22.6% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling