+72.0%
OVV vs AHR
+26.3%
+45.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -5.4% |
| 7D | -12.1% | +9.5% | -21.6% | -11.7% |
| 30D | +2.9% | +11.7% | -8.8% | +3.5% |
| 3M | +3.7% | +4.0% | -0.3% | +3.7% |
| 6M | +0.6% | +13.5% | -12.9% | +1.8% |
| YTD | +62.5% | +21.6% | +40.9% | +60.0% |
| 1Y | +72.0% | +25.1% | +46.9% | +65.8% |
| All | +72.0% | +26.3% | +45.7% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling