+64.8%
OVV vs RBA
-3.3%
+68.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.6% |
| 7D | -16.7% | +4.3% | -20.9% | -16.7% |
| 30D | -1.5% | +16.3% | -17.8% | -2.1% |
| 3M | +1.6% | +1.3% | +0.3% | +1.4% |
| 6M | +2.0% | -11.1% | +13.1% | +2.4% |
| YTD | +56.8% | -8.5% | +65.3% | +59.2% |
| 1Y | +64.8% | -2.1% | +67.0% | +63.6% |
| All | +64.8% | -3.3% | +68.1% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling