+804.4%
AAOI vs OVV
+51.0%
+753.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.4% |
| 7D | -0.2% | -1.7% | +1.5% | +1.2% |
| 30D | -23.7% | +0.8% | -24.5% | -24.4% |
| 3M | -39.0% | +13.3% | -52.3% | -47.5% |
| 6M | -17.0% | +16.9% | -34.0% | -31.3% |
| YTD | +202.2% | +64.3% | +138.0% | +82.5% |
| 1Y | +292.4% | +54.2% | +238.2% | +146.4% |
| 3Y | +804.4% | +51.3% | +753.0% | +466.0% |
| All | +804.4% | +51.0% | +753.3% | +466.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling