+839.9%
APO vs OVV
+51.8%
+788.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.9% | -0.5% |
| 7D | +0.2% | +1.2% | -1.1% | -0.1% |
| 30D | +3.1% | -2.5% | +5.7% | +3.4% |
| 3M | -12.0% | +0.5% | -12.5% | -12.6% |
| 6M | -5.0% | +8.5% | -13.4% | -7.9% |
| YTD | -14.0% | +64.5% | -78.5% | -25.4% |
| 1Y | -5.9% | +64.7% | -70.6% | -18.6% |
| 3Y | +51.6% | +54.1% | -2.6% | +31.5% |
| 5Y | +80.8% | +95.4% | -14.6% | +43.2% |
| 10Y | +839.9% | +54.9% | +785.0% | +455.7% |
| All | +839.9% | +51.8% | +788.1% | +455.7% |
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