+47.8%
APH vs OVV
+61.5%
-13.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +0.7% |
| 7D | +5.0% | +0.3% | +4.7% | +5.0% |
| 30D | -3.9% | +11.7% | -15.6% | -3.0% |
| 3M | +13.0% | +9.8% | +3.2% | +14.5% |
| 6M | +25.2% | +26.6% | -1.4% | +25.1% |
| YTD | +22.9% | +67.0% | -44.1% | +17.5% |
| 1Y | +47.8% | +55.9% | -8.1% | +42.5% |
| All | +47.8% | +61.5% | -13.7% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling