+83.5%
OVV vs AMP
+75.0%
+8.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.3% |
| 7D | -16.7% | +2.2% | -18.8% | -18.1% |
| 30D | -1.5% | +2.2% | -3.7% | -3.5% |
| 3M | +1.6% | -10.4% | +12.0% | +8.0% |
| 6M | +2.0% | +5.8% | -3.8% | -3.7% |
| YTD | +56.8% | +3.3% | +53.5% | +48.1% |
| 1Y | +64.8% | +11.1% | +53.8% | +47.0% |
| 3Y | +38.3% | +56.0% | -17.8% | -6.4% |
| All | +83.5% | +75.0% | +8.5% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling