+72.4%
OVV vs ARMK
+41.8%
+30.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +8.0% | +2.7% | +5.4% | +8.2% |
| 30D | -2.0% | -1.5% | -0.6% | -2.1% |
| 3M | +5.4% | -11.6% | +17.0% | +3.7% |
| 6M | +14.3% | +6.7% | +7.5% | +15.3% |
| YTD | +69.4% | +47.4% | +22.0% | +74.0% |
| 1Y | +72.4% | +41.5% | +30.9% | +78.7% |
| All | +72.4% | +41.8% | +30.6% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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