+154.8%
APA vs OVV
+160.2%
-5.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.4% | -1.7% |
| 7D | +0.5% | +0.3% | +0.3% | +0.3% |
| 30D | +23.4% | +11.7% | +11.7% | +12.3% |
| 3M | +12.7% | +9.8% | +2.9% | +4.2% |
| 6M | +39.4% | +26.6% | +12.9% | +15.1% |
| YTD | +79.0% | +67.0% | +11.9% | +16.6% |
| 1Y | +88.8% | +55.9% | +32.9% | +30.7% |
| 3Y | +6.4% | +45.5% | -39.1% | -22.3% |
| All | +154.8% | +160.2% | -5.4% | +1.4% |
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