+56.0%
OVV vs ALK
-45.9%
+101.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +1.3% |
| 7D | +8.0% | -1.2% | +9.2% | +8.2% |
| 30D | -2.0% | +7.7% | -9.7% | -6.2% |
| 3M | +5.4% | -19.0% | +24.4% | +12.2% |
| 6M | +14.3% | -0.2% | +14.5% | +6.8% |
| YTD | +69.4% | -23.5% | +92.9% | +70.1% |
| 1Y | +72.4% | -9.1% | +81.5% | +57.8% |
| 3Y | +58.4% | +12.0% | +46.4% | +16.4% |
| 5Y | +106.1% | -30.9% | +137.0% | +88.3% |
| All | +56.0% | -45.9% | +101.9% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling