-41.5%
ACHR vs OVV
+383.0%
-424.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.4% |
| 7D | +4.9% | -3.7% | +8.6% | +5.9% |
| 30D | +4.3% | +8.0% | -3.7% | +2.3% |
| 3M | +1.7% | +11.3% | -9.5% | -1.9% |
| 6M | -6.9% | +24.0% | -30.9% | -13.7% |
| YTD | -22.5% | +65.3% | -87.8% | -33.9% |
| 1Y | -31.5% | +60.2% | -91.7% | -41.5% |
| 3Y | -14.4% | +46.9% | -61.3% | -26.6% |
| 5Y | -41.6% | +158.7% | -200.4% | -51.4% |
| All | -41.5% | +383.0% | -424.5% | -50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling