-14.5%
OZKAP price history and return analytics
+65.2%
-79.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -4.0% | -0.7% | -3.3% | -3.7% |
| 3M | -2.8% | +4.0% | -6.8% | -4.7% |
| 6M | -2.2% | +12.3% | -14.5% | -7.9% |
| YTD | -0.8% | +14.0% | -14.9% | -7.5% |
| 1Y | -4.1% | +20.3% | -24.4% | -13.1% |
| 3Y | +26.4% | +75.4% | -49.0% | -9.1% |
| All | -14.5% | +65.2% | -79.7% | -38.1% |
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