+55.9%
OVV vs APD
+6.0%
+49.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.6% |
| 7D | +0.3% | -2.2% | +2.5% | +0.7% |
| 30D | +11.7% | +2.1% | +9.6% | +11.3% |
| 3M | +9.8% | +7.2% | +2.6% | +8.2% |
| 6M | +26.6% | +11.2% | +15.3% | +23.7% |
| YTD | +67.0% | +24.4% | +42.6% | +59.6% |
| 1Y | +55.9% | +6.7% | +49.3% | +38.2% |
| All | +55.9% | +6.0% | +49.9% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling