+1,020.0%
AAOI vs OVV
-1.7%
+1,021.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +6.0% |
| 7D | +7.9% | -3.7% | +11.6% | +8.9% |
| 30D | -17.8% | +8.0% | -25.7% | -19.5% |
| 3M | -43.3% | +11.3% | -54.5% | -45.3% |
| 6M | +16.7% | +24.0% | -7.3% | +9.4% |
| YTD | +220.0% | +65.3% | +154.7% | +178.6% |
| 1Y | +372.1% | +60.2% | +311.9% | +313.5% |
| 3Y | +845.3% | +46.9% | +798.4% | +760.4% |
| 5Y | +1,333.8% | +158.7% | +1,175.1% | +1,012.2% |
| 10Y | +457.2% | +50.8% | +406.4% | +269.4% |
| All | +1,020.0% | -1.7% | +1,021.7% | +807.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling