-13.3%
AFRM vs OVV
+61.3%
-74.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -2.3% |
| 7D | -8.4% | -7.3% | -1.1% | -11.2% |
| 30D | -18.3% | -3.6% | -14.7% | -19.1% |
| 3M | -12.7% | -2.6% | -10.1% | -13.1% |
| 6M | +3.0% | +7.6% | -4.5% | +9.7% |
| YTD | -11.4% | +59.6% | -71.0% | +13.1% |
| 1Y | -13.3% | +62.2% | -75.5% | +11.6% |
| All | -13.3% | +61.3% | -74.6% | +11.6% |
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