+1,804.4%
APO vs OVV
-45.3%
+1,849.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.2% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | +3.5% | +11.7% | -8.3% | +0.8% |
| 3M | +4.5% | +9.8% | -5.3% | +1.9% |
| 6M | +22.8% | +26.6% | -3.8% | +15.2% |
| YTD | -6.5% | +67.0% | -73.5% | -18.0% |
| 1Y | +0.8% | +55.9% | -55.1% | -10.5% |
| 3Y | +62.0% | +45.5% | +16.5% | +44.0% |
| 5Y | +138.2% | +157.3% | -19.1% | +81.7% |
| 10Y | +940.3% | +65.0% | +875.3% | +539.6% |
| All | +1,804.4% | -45.3% | +1,849.7% | +1,441.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling