-29.3%
AFRM vs OVV
+286.3%
-315.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.9% |
| 7D | -7.3% | -16.7% | +9.4% | +0.2% |
| 30D | -9.6% | -1.5% | -8.1% | -9.7% |
| 3M | -11.1% | +1.6% | -12.6% | -13.0% |
| 6M | +3.9% | +2.0% | +1.8% | -0.7% |
| YTD | -8.5% | +56.8% | -65.3% | -31.9% |
| 1Y | +3.3% | +64.8% | -61.6% | -25.8% |
| 3Y | +213.7% | +38.3% | +175.5% | +139.6% |
| 5Y | -58.5% | +84.9% | -143.4% | -70.6% |
| All | -29.3% | +286.3% | -315.6% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling