+4.4%
APA vs OVV
+57.6%
-53.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.3% | +0.3% |
| 7D | +9.6% | +6.5% | +3.1% | +4.5% |
| 30D | -0.2% | -2.7% | +2.4% | +2.0% |
| 3M | +19.8% | +3.1% | +16.7% | +17.6% |
| 6M | +30.1% | +12.8% | +17.2% | +20.0% |
| YTD | +100.4% | +68.1% | +32.3% | +39.0% |
| 1Y | +105.2% | +73.6% | +31.6% | +39.0% |
| 3Y | +44.6% | +57.6% | -13.0% | +7.2% |
| 5Y | +88.8% | +104.5% | -15.7% | +14.1% |
| All | +4.4% | +57.6% | -53.2% | -56.1% |
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