+144.2%
APA vs OVV
+146.7%
-2.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.3% | +3.1% |
| 7D | -15.5% | -16.7% | +1.2% | -3.7% |
| 30D | +2.4% | -1.5% | +3.9% | +3.8% |
| 3M | +22.8% | +1.6% | +21.2% | +22.1% |
| 6M | +17.9% | +2.0% | +15.9% | +17.5% |
| YTD | +87.7% | +56.8% | +30.9% | +39.8% |
| 1Y | +94.2% | +64.8% | +29.3% | +39.7% |
| 3Y | +27.2% | +38.3% | -11.1% | +5.7% |
| 5Y | +74.1% | +84.9% | -10.7% | +17.1% |
| 10Y | +2.6% | +54.5% | -51.9% | -46.1% |
| All | +144.2% | +146.7% | -2.5% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling