-20.9%
AFRM vs DOV
+17.7%
-38.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -4.1% |
| 7D | -7.0% | -2.7% | -4.3% | -3.0% |
| 30D | -7.8% | -8.1% | +0.3% | +4.5% |
| 3M | +5.3% | -9.4% | +14.7% | +19.4% |
| 6M | +42.6% | -12.6% | +55.3% | +66.6% |
| YTD | -2.8% | -0.5% | -2.3% | -9.8% |
| 1Y | -19.3% | +9.2% | -28.6% | -38.1% |
| 3Y | +231.0% | +34.1% | +196.8% | +74.1% |
| All | -20.9% | +17.7% | -38.7% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling