+220.9%
AFRM vs OVV
+35.0%
+185.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.9% | -5.0% | -7.0% |
| 7D | -6.9% | -14.9% | +8.0% | -2.7% |
| 30D | -7.0% | -0.9% | -6.0% | -7.4% |
| 3M | -11.2% | +5.6% | -16.8% | -13.9% |
| 6M | +4.3% | -2.5% | +6.8% | +3.1% |
| YTD | -6.4% | +57.8% | -64.2% | -28.7% |
| 1Y | -2.6% | +70.1% | -72.7% | -29.8% |
| All | +220.9% | +35.0% | +185.9% | +144.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling