+1,727.4%
OZK price history and return analytics
+368.8%
+1,358.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.6% |
| 7D | -1.3% | -0.1% | -1.1% | -1.1% |
| 30D | -5.6% | -0.7% | -5.0% | -5.0% |
| 3M | -3.1% | +4.0% | -7.1% | -7.0% |
| 6M | +10.9% | +12.3% | -1.4% | -1.4% |
| YTD | +8.9% | +14.0% | -5.1% | -4.6% |
| 1Y | -2.7% | +20.3% | -23.0% | -19.0% |
| 3Y | +41.5% | +75.4% | -33.9% | -16.2% |
| 5Y | +41.5% | +66.0% | -24.5% | -10.8% |
| 10Y | +72.2% | +228.2% | -156.0% | -36.7% |
| All | +1,727.4% | +368.8% | +1,358.6% | +454.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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