+5.5%
OVV vs AAOX
-93.5%
+99.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -14.9% | +16.7% | +1.8% |
| 7D | -7.3% | -48.3% | +41.0% | -7.2% |
| 30D | -3.6% | -84.3% | +80.8% | -3.8% |
| 3M | -2.6% | -91.4% | +88.8% | -2.8% |
| 6M | +7.6% | -96.3% | +103.9% | +8.0% |
| All | +5.5% | -93.5% | +99.0% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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