+56.5%
OVV vs AMP
+570.9%
-514.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.1% |
| 7D | -3.8% | 0.0% | -3.8% | -3.9% |
| 30D | +1.3% | -1.0% | +2.3% | +1.8% |
| 3M | +14.3% | +23.2% | -8.9% | -4.4% |
| 6M | +21.1% | +20.4% | +0.7% | +2.0% |
| YTD | +66.0% | +13.6% | +52.4% | +44.7% |
| 1Y | +59.3% | +13.4% | +45.9% | +38.1% |
| 3Y | +47.6% | +66.5% | -18.9% | -8.8% |
| 5Y | +162.0% | +120.2% | +41.7% | +24.7% |
| 10Y | +56.5% | +576.5% | -520.0% | -57.1% |
| All | +56.5% | +570.9% | -514.4% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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