+1,290.2%
AAOI vs OVV
+149.9%
+1,140.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.0% |
| 7D | +2.9% | -2.9% | +5.8% | +4.2% |
| 30D | -23.1% | +0.9% | -24.0% | -23.5% |
| 3M | -41.0% | +11.0% | -52.1% | -44.9% |
| 6M | -14.3% | +22.3% | -36.6% | -23.6% |
| YTD | +196.3% | +65.1% | +131.2% | +129.9% |
| 1Y | +272.6% | +53.1% | +219.5% | +197.4% |
| 3Y | +775.3% | +46.7% | +728.6% | +610.7% |
| 5Y | +1,290.2% | +155.5% | +1,134.7% | +915.8% |
| All | +1,290.2% | +149.9% | +1,140.2% | +915.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling