-4.7%
APO vs OVV
+61.3%
-66.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.6% |
| 7D | +8.1% | -7.3% | +15.4% | +7.3% |
| 30D | +3.4% | -3.6% | +7.0% | +2.8% |
| 3M | -6.6% | -2.6% | -4.0% | -7.1% |
| 6M | -7.1% | +7.6% | -14.6% | -6.8% |
| YTD | -14.1% | +59.6% | -73.8% | -16.9% |
| 1Y | -4.7% | +62.2% | -66.9% | -7.7% |
| All | -4.7% | +61.3% | -66.0% | -7.7% |
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 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