+12,756.2%
APH vs OVV
+155.6%
+12,600.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.6% | -0.5% | -5.0% |
| 7D | -2.4% | -12.1% | +9.7% | +0.1% |
| 30D | -9.5% | +2.9% | -12.3% | -10.2% |
| 3M | -7.6% | +3.7% | -11.3% | -8.8% |
| 6M | +12.4% | +0.6% | +11.8% | +11.0% |
| YTD | +17.5% | +62.5% | -44.9% | +4.1% |
| 1Y | +16.4% | +72.0% | -55.6% | +1.7% |
| 3Y | +281.6% | +39.1% | +242.5% | +242.0% |
| 5Y | +317.7% | +98.5% | +219.3% | +229.4% |
| 10Y | +967.8% | +60.1% | +907.7% | +566.4% |
| All | +12,756.2% | +155.6% | +12,600.6% | +6,206.5% |
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 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