+58.6%
OVV vs AHR
+408.0%
-349.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | -7.3% | +8.1% | -15.4% | -8.1% |
| 30D | -3.6% | +16.9% | -20.5% | -5.3% |
| 3M | -2.6% | +7.6% | -10.2% | -3.5% |
| 6M | +7.6% | +16.0% | -8.4% | +5.5% |
| YTD | +59.6% | +28.1% | +31.5% | +52.7% |
| 1Y | +62.2% | +22.8% | +39.4% | +56.7% |
| All | +58.6% | +408.0% | -349.3% | +21.2% |
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