+5.9%
AFRM vs ROIV
+97.8%
-92.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.1% | -1.0% | +4.0% |
| 7D | +3.1% | +3.0% | +0.1% | +2.5% |
| 30D | +1.1% | +6.8% | -5.7% | 0.0% |
| 3M | -3.2% | +10.5% | -13.8% | -5.7% |
| 6M | +12.7% | +34.8% | -22.1% | +5.2% |
| YTD | +1.6% | +76.2% | -74.6% | -5.2% |
| 1Y | +5.9% | +92.4% | -86.5% | -7.8% |
| All | +5.9% | +97.8% | -92.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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