+48.3%
APO vs OVV
+57.6%
-9.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.5% | -1.9% |
| 7D | +3.5% | +6.5% | -3.1% | +1.6% |
| 30D | +4.4% | -2.7% | +7.0% | +4.6% |
| 3M | -12.1% | +3.1% | -15.2% | -13.8% |
| 6M | -7.2% | +12.8% | -20.1% | -12.3% |
| YTD | -15.1% | +68.1% | -83.3% | -33.2% |
| 1Y | -7.7% | +73.6% | -81.3% | -28.7% |
| All | +48.3% | +57.6% | -9.3% | +18.1% |
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