+39.2%
OVV vs ARMK
+83.8%
-44.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.9% | +1.0% | -1.8% |
| 7D | -14.9% | -10.2% | -4.7% | -12.5% |
| 30D | -0.9% | -9.3% | +8.4% | +1.6% |
| 3M | +5.6% | -11.4% | +17.0% | +8.6% |
| 6M | -2.5% | +11.6% | -14.1% | -7.1% |
| YTD | +57.8% | +37.5% | +20.3% | +37.7% |
| 1Y | +70.1% | +34.9% | +35.2% | +49.4% |
| All | +39.2% | +83.8% | -44.6% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling