+54.9%
OVV vs ALK
-41.4%
+96.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.3% | +3.5% |
| 7D | +1.2% | +2.6% | -1.3% | +0.1% |
| 30D | -2.5% | +7.8% | -10.3% | -6.6% |
| 3M | +0.5% | -15.2% | +15.7% | +5.2% |
| 6M | +8.5% | +5.0% | +3.4% | -0.5% |
| YTD | +64.5% | -18.4% | +82.9% | +61.3% |
| 1Y | +64.7% | -2.4% | +67.1% | +46.5% |
| 3Y | +54.1% | +19.8% | +34.4% | +10.5% |
| 5Y | +95.4% | -27.8% | +123.2% | +76.5% |
| 10Y | +54.9% | -42.0% | +96.9% | +39.0% |
| All | +54.9% | -41.4% | +96.3% | +39.0% |
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