+158.7%
OVV vs AMP
+122.1%
+36.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -3.7% | +2.6% | -6.3% | -5.4% |
| 30D | +8.0% | +0.8% | +7.1% | +7.1% |
| 3M | +11.3% | +24.3% | -13.0% | -4.9% |
| 6M | +24.0% | +20.6% | +3.4% | +7.3% |
| YTD | +65.3% | +14.6% | +50.7% | +46.7% |
| 1Y | +60.2% | +14.5% | +45.6% | +41.4% |
| 3Y | +46.9% | +67.9% | -21.0% | -4.9% |
| 5Y | +158.7% | +122.5% | +36.2% | +25.7% |
| All | +158.7% | +122.1% | +36.7% | +25.7% |
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