+64.3%
OVV vs AHR
+364.8%
-300.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -3.7% | -3.4% | -0.3% | -3.3% |
| 30D | +8.0% | -3.8% | +11.8% | +8.4% |
| 3M | +11.3% | +20.1% | -8.8% | +8.4% |
| 6M | +24.0% | +7.1% | +16.9% | +22.6% |
| YTD | +65.3% | +17.2% | +48.1% | +59.9% |
| 1Y | +60.2% | +30.4% | +29.8% | +51.4% |
| All | +64.3% | +364.8% | -300.5% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling