+48.2%
OVV vs AVAV
+48.2%
0.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.6% |
| 7D | +0.3% | -2.2% | +2.5% | +0.4% |
| 30D | +11.7% | -13.9% | +25.7% | +12.6% |
| 3M | +9.8% | -29.2% | +39.0% | +11.9% |
| 6M | +26.6% | -36.1% | +62.7% | +29.7% |
| YTD | +67.0% | -40.2% | +107.2% | +69.6% |
| 1Y | +55.9% | -36.2% | +92.1% | +54.9% |
| All | +48.2% | +48.2% | 0.0% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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