+78.3%
APO vs OVV
+101.5%
-23.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.6% |
| 6M | -7.2% | +12.8% | -20.1% | -11.9% |
| YTD | -15.1% | +68.1% | -83.3% | -30.2% |
| 1Y | -7.7% | +73.6% | -81.3% | -25.1% |
| 3Y | +49.6% | +57.6% | -8.0% | +22.0% |
| 5Y | +78.3% | +104.5% | -26.3% | +33.8% |
| All | +78.3% | +101.5% | -23.2% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling