+65.0%
OVV vs AHR
+357.7%
-292.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | -3.8% | -4.3% | +0.5% | -3.3% |
| 30D | +1.3% | -3.1% | +4.3% | +1.6% |
| 3M | +14.3% | +15.7% | -1.3% | +11.9% |
| 6M | +21.1% | +4.1% | +17.0% | +20.3% |
| YTD | +66.0% | +15.4% | +50.6% | +60.9% |
| 1Y | +59.3% | +28.0% | +31.3% | +50.9% |
| All | +65.0% | +357.7% | -292.7% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling