+895.2%
APO vs OVV
+48.9%
+846.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.3% | -10.7% | +13.0% | +4.9% |
| 30D | +3.0% | -5.3% | +8.3% | +3.9% |
| 3M | -3.7% | +2.4% | -6.1% | -4.9% |
| 6M | -7.5% | +5.7% | -13.1% | -9.8% |
| YTD | -14.5% | +56.8% | -71.3% | -25.0% |
| 1Y | -6.2% | +59.3% | -65.4% | -18.2% |
| 3Y | +51.9% | +49.0% | +2.9% | +32.9% |
| 5Y | +76.5% | +88.1% | -11.7% | +41.0% |
| 10Y | +895.2% | +42.5% | +852.7% | +502.9% |
| All | +895.2% | +48.9% | +846.4% | +502.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling