+85.4%
APA vs OVV
+104.2%
-18.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.0% | +0.6% | +0.9% |
| 7D | +5.1% | +1.2% | +3.8% | +3.9% |
| 30D | +0.3% | -2.5% | +2.8% | +2.8% |
| 3M | +15.6% | +0.5% | +15.2% | +15.6% |
| 6M | +28.9% | +8.5% | +20.4% | +20.9% |
| YTD | +96.6% | +64.5% | +32.1% | +30.3% |
| 1Y | +95.5% | +64.7% | +30.8% | +29.4% |
| 3Y | +41.8% | +54.1% | -12.3% | -0.3% |
| 5Y | +85.4% | +95.4% | -10.0% | +2.6% |
| All | +85.4% | +104.2% | -18.7% | +2.6% |
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