+54.7%
OVV vs TKO
+989.7%
-935.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.6% |
| 7D | -1.7% | +2.3% | -4.0% | -2.5% |
| 30D | +0.8% | -2.5% | +3.3% | +1.3% |
| 3M | +13.3% | -10.6% | +23.9% | +16.9% |
| 6M | +16.9% | -5.1% | +22.0% | +17.1% |
| YTD | +64.3% | -8.2% | +72.5% | +65.9% |
| 1Y | +54.2% | -4.4% | +58.6% | +52.5% |
| 3Y | +51.3% | +100.4% | -49.0% | +9.5% |
| 5Y | +154.3% | +294.3% | -140.0% | +33.8% |
| All | +54.7% | +989.7% | -935.0% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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