+47.1%
APO vs OVV
+34.1%
+12.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +0.8% | -16.7% | +17.4% | +5.8% |
| 30D | +1.0% | -1.5% | +2.5% | +0.7% |
| 3M | -8.4% | +1.6% | -10.0% | -9.9% |
| 6M | -9.1% | +2.0% | -11.1% | -11.4% |
| YTD | -18.3% | +56.8% | -75.1% | -34.3% |
| 1Y | -8.0% | +64.8% | -72.8% | -27.9% |
| 3Y | +47.1% | +38.3% | +8.8% | +20.0% |
| All | +47.1% | +34.1% | +12.9% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling