-6.6%
AKAM vs OVV
+160.2%
-166.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -2.1% | +0.3% | -2.4% | -2.1% |
| 30D | -13.9% | +11.7% | -25.7% | -15.2% |
| 3M | -33.8% | +9.8% | -43.6% | -34.7% |
| 6M | +2.2% | +26.6% | -24.4% | -1.2% |
| YTD | +20.6% | +67.0% | -46.4% | +12.2% |
| 1Y | +36.3% | +55.9% | -19.6% | +27.7% |
| 3Y | -0.1% | +45.5% | -45.6% | -7.5% |
| All | -6.6% | +160.2% | -166.8% | -17.6% |
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