+31.4%
OVV vs BAM
+78.0%
-46.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.4% | -1.9% |
| 7D | +0.3% | -2.0% | +2.2% | +0.8% |
| 30D | +11.7% | -2.9% | +14.7% | +12.5% |
| 3M | +9.8% | +9.4% | +0.4% | +5.9% |
| 6M | +26.6% | +10.8% | +15.8% | +20.4% |
| YTD | +67.0% | -0.4% | +67.5% | +64.6% |
| 1Y | +55.9% | -10.9% | +66.8% | +60.7% |
| 3Y | +45.5% | +61.3% | -15.8% | +15.4% |
| All | +31.4% | +78.0% | -46.5% | -1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling