+1,059.7%
APH vs OVV
+63.7%
+996.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | -3.9% | +11.7% | -15.6% | -5.5% |
| 3M | +13.0% | +9.8% | +3.2% | +11.1% |
| 6M | +25.2% | +26.6% | -1.4% | +19.8% |
| YTD | +22.9% | +67.0% | -44.1% | +12.5% |
| 1Y | +47.8% | +55.9% | -8.1% | +36.4% |
| 3Y | +283.0% | +45.5% | +237.5% | +252.0% |
| 5Y | +349.7% | +157.3% | +192.3% | +270.0% |
| All | +1,059.7% | +63.7% | +996.1% | +706.5% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling