+229.9%
AFRM vs OVV
+45.7%
+184.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.1% |
| 7D | -7.0% | +0.3% | -7.2% | -7.1% |
| 30D | -7.8% | +11.7% | -19.5% | -11.5% |
| 3M | +5.3% | +9.8% | -4.5% | +0.7% |
| 6M | +42.6% | +26.6% | +16.1% | +25.3% |
| YTD | -2.8% | +67.0% | -69.8% | -26.9% |
| 1Y | -19.3% | +55.9% | -75.2% | -37.9% |
| All | +229.9% | +45.7% | +184.2% | +154.6% |
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