+54.2%
OVV vs AHR
+26.4%
+27.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | -1.7% | -2.1% | +0.4% | -1.8% |
| 30D | +0.8% | +1.9% | -1.1% | +0.9% |
| 3M | +13.3% | +15.7% | -2.4% | +14.0% |
| 6M | +16.9% | +2.5% | +14.4% | +18.7% |
| YTD | +64.3% | +15.0% | +49.2% | +61.3% |
| 1Y | +54.2% | +28.1% | +26.1% | +46.5% |
| All | +54.2% | +26.4% | +27.8% | +46.5% |
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