+229.9%
AFRM vs ROIV
+200.3%
+29.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -3.2% |
| 7D | -7.0% | +0.6% | -7.6% | -7.2% |
| 30D | -7.8% | +1.0% | -8.8% | -8.5% |
| 3M | +5.3% | +18.3% | -13.0% | -1.3% |
| 6M | +42.6% | +18.3% | +24.3% | +33.1% |
| YTD | -2.8% | +61.0% | -63.8% | -19.7% |
| 1Y | -19.3% | +177.9% | -197.2% | -47.9% |
| All | +229.9% | +200.3% | +29.6% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling