+39.2%
OVV vs BAM
+84.2%
-45.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.2% | -2.2% |
| 7D | -14.9% | +7.9% | -22.8% | -16.7% |
| 30D | -0.9% | +16.0% | -17.0% | -5.0% |
| 3M | +5.6% | +0.6% | +4.9% | +5.1% |
| 6M | -2.5% | +10.5% | -13.0% | -6.4% |
| YTD | +57.8% | +3.2% | +54.6% | +54.3% |
| 1Y | +70.1% | +1.0% | +69.0% | +67.4% |
| All | +39.2% | +84.2% | -45.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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