-9.7%
AFRM vs DOV
+17.6%
-27.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -10.3% | -0.1% | -10.1% | -10.1% |
| 30D | -13.7% | +11.3% | -25.0% | -17.9% |
| 3M | -11.6% | +2.2% | -13.7% | -12.3% |
| 6M | +2.1% | -2.9% | +5.0% | +3.0% |
| YTD | -8.9% | +9.6% | -18.5% | -15.3% |
| 1Y | -9.7% | +16.7% | -26.4% | -25.1% |
| All | -9.7% | +17.6% | -27.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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