-25.6%
OVV vs AMP
+1,969.7%
-1,995.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | -7.3% | +3.3% | -10.6% | -9.1% |
| 30D | -3.6% | +4.2% | -7.8% | -6.3% |
| 3M | -2.6% | -6.4% | +3.8% | 0.0% |
| 6M | +7.6% | +12.4% | -4.8% | -0.6% |
| YTD | +59.6% | +7.4% | +52.2% | +49.3% |
| 1Y | +62.2% | +14.7% | +47.5% | +46.2% |
| 3Y | +49.6% | +60.8% | -11.2% | +12.3% |
| 5Y | +98.9% | +83.4% | +15.5% | +38.8% |
| 10Y | +45.1% | +473.5% | -428.4% | -32.9% |
| All | -25.6% | +1,969.7% | -1,995.3% | -84.1% |
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 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