-17.6%
OVV vs AMBA
+837.3%
-854.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.6% |
| 7D | +0.3% | -11.0% | +11.2% | +2.8% |
| 30D | +11.7% | -23.2% | +34.9% | +17.9% |
| 3M | +9.8% | -12.7% | +22.5% | +9.5% |
| 6M | +26.6% | +11.2% | +15.3% | +16.9% |
| YTD | +67.0% | -11.2% | +78.2% | +60.9% |
| 1Y | +55.9% | -22.5% | +78.5% | +52.3% |
| 3Y | +45.5% | -1.3% | +46.8% | +26.1% |
| 5Y | +157.3% | -54.2% | +211.5% | +141.3% |
| 10Y | +65.0% | -6.1% | +71.1% | +24.0% |
| All | -17.6% | +837.3% | -854.8% | -54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling