-16.6%
AFRM vs OVV
+70.1%
-86.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.2% | -2.0% |
| 7D | -5.5% | +6.5% | -12.0% | -3.0% |
| 30D | -15.5% | -2.7% | -12.8% | -16.1% |
| 3M | -10.3% | +3.1% | -13.4% | -8.6% |
| 6M | +0.6% | +12.8% | -12.2% | +9.1% |
| YTD | -11.5% | +68.1% | -79.7% | +12.9% |
| 1Y | -16.6% | +73.6% | -90.3% | +5.2% |
| All | -16.6% | +70.1% | -86.7% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling