+213.7%
AFRM vs ROIV
+314.9%
-101.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.2% | -8.4% | -4.6% |
| 7D | -7.3% | +5.3% | -12.6% | -9.2% |
| 30D | -9.6% | +11.9% | -21.4% | -13.6% |
| 3M | -11.1% | +10.7% | -21.8% | -16.2% |
| 6M | +3.9% | +34.9% | -31.0% | -11.2% |
| YTD | -8.5% | +79.2% | -87.7% | -32.8% |
| 1Y | +3.3% | +89.0% | -85.8% | -26.8% |
| 3Y | +213.7% | +337.3% | -123.6% | +50.4% |
| All | +213.7% | +314.9% | -101.2% | +50.4% |
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