+3.9%
APH vs OVV
+72.9%
-69.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.5% | -9.7% |
| 7D | -12.7% | -14.9% | +2.2% | -15.1% |
| 30D | -19.2% | -0.9% | -18.2% | -19.0% |
| 3M | -16.7% | +5.6% | -22.3% | -15.4% |
| 6M | +5.1% | -2.5% | +7.6% | +6.7% |
| YTD | +6.6% | +57.8% | -51.3% | +8.6% |
| 1Y | +3.9% | +70.1% | -66.2% | +5.6% |
| All | +3.9% | +72.9% | -69.0% | +5.6% |
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 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