+66.0%
OVV vs AHR
+365.8%
-299.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.1% | -1.5% |
| 7D | +0.3% | -1.5% | +1.7% | +0.4% |
| 30D | +11.7% | -1.4% | +13.1% | +11.8% |
| 3M | +9.8% | +18.6% | -8.8% | +7.1% |
| 6M | +26.6% | +6.6% | +20.0% | +25.3% |
| YTD | +67.0% | +17.5% | +49.6% | +61.5% |
| 1Y | +55.9% | +30.9% | +25.1% | +47.3% |
| All | +66.0% | +365.8% | -299.8% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling