+42.5%
OVV vs AMBA
+12.8%
+29.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.3% | -5.3% | -1.4% |
| 7D | -10.7% | 0.0% | -10.7% | -10.9% |
| 30D | -5.3% | -8.6% | +3.3% | -3.5% |
| 3M | +2.4% | -29.0% | +31.4% | +10.4% |
| 6M | +5.7% | -19.2% | +24.9% | +4.7% |
| YTD | +56.8% | -13.0% | +69.7% | +48.8% |
| 1Y | +59.3% | -31.3% | +90.5% | +59.7% |
| 3Y | +49.0% | +28.1% | +20.8% | +12.6% |
| 5Y | +88.1% | -69.4% | +157.6% | +99.4% |
| 10Y | +42.5% | +7.6% | +34.9% | -15.0% |
| All | +42.5% | +12.8% | +29.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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