+38.6%
DVN vs AFRM
-15.0%
+53.6%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.8% |
| 7D | +1.5% | -7.0% | +8.5% | +0.7% |
| 30D | +14.2% | -7.8% | +22.0% | +13.2% |
| 3M | +5.2% | +5.3% | -0.1% | +6.3% |
| 6M | +11.9% | +42.6% | -30.8% | +15.9% |
| YTD | +32.8% | -2.8% | +35.6% | +36.6% |
| 1Y | +38.6% | -19.3% | +57.9% | +34.9% |
| All | +38.6% | -15.0% | +53.6% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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