-22.2%
OVV vs AMP
+2,123.7%
-2,145.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.3% |
| 7D | +0.3% | +0.2% | 0.0% | +0.1% |
| 30D | +11.7% | -0.1% | +11.8% | +11.6% |
| 3M | +9.8% | +23.6% | -13.8% | -2.8% |
| 6M | +26.6% | +20.4% | +6.2% | +12.9% |
| YTD | +67.0% | +15.4% | +51.6% | +51.4% |
| 1Y | +55.9% | +11.0% | +45.0% | +43.9% |
| 3Y | +45.5% | +70.5% | -25.0% | +6.3% |
| 5Y | +157.3% | +121.4% | +36.0% | +63.9% |
| 10Y | +65.0% | +575.6% | -510.6% | -29.1% |
| All | -22.2% | +2,123.7% | -2,145.9% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling