+969.7%
AWK vs OVV
-54.7%
+1,024.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | +1.7% | +0.3% | +1.5% | +1.7% |
| 30D | +5.6% | +11.7% | -6.2% | +5.0% |
| 3M | +15.9% | +9.8% | +6.1% | +15.2% |
| 6M | +4.6% | +26.6% | -22.0% | +3.1% |
| YTD | +10.1% | +67.0% | -57.0% | +6.9% |
| 1Y | +2.1% | +55.9% | -53.8% | -0.6% |
| 3Y | +9.8% | +45.5% | -35.7% | +6.4% |
| 5Y | -15.4% | +157.3% | -172.7% | -22.0% |
| 10Y | +129.4% | +65.0% | +64.4% | +96.9% |
| All | +969.7% | -54.7% | +1,024.3% | +888.8% |
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 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