+100.9%
AAOI vs OVV
+75.2%
+25.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.6% | -1.7% | -5.9% |
| 7D | -27.9% | -12.1% | -15.8% | -25.4% |
| 30D | -51.2% | +2.9% | -54.1% | -51.6% |
| 3M | -55.0% | +3.7% | -58.7% | -55.8% |
| 6M | -65.7% | +0.6% | -66.4% | -66.2% |
| YTD | +70.0% | +62.5% | +7.6% | +55.3% |
| 1Y | +100.9% | +72.0% | +28.9% | +80.3% |
| All | +100.9% | +75.2% | +25.8% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling