+33.3%
OVV vs BAM
+81.2%
-47.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.7% |
| 7D | +8.0% | -2.7% | +10.7% | +8.7% |
| 30D | -2.0% | +15.5% | -17.5% | -6.4% |
| 3M | +5.4% | -6.9% | +12.3% | +7.2% |
| 6M | +14.3% | +9.9% | +4.4% | +9.3% |
| YTD | +69.4% | +1.4% | +68.0% | +65.5% |
| 1Y | +72.4% | +3.3% | +69.1% | +66.7% |
| 3Y | +58.4% | +83.6% | -25.3% | +19.9% |
| All | +33.3% | +81.2% | -47.9% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling