+31.1%
DVN vs AFRM
-11.9%
+43.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.7% | +4.0% |
| 7D | +1.9% | -10.3% | +12.1% | +0.1% |
| 30D | -8.2% | -13.7% | +5.5% | -10.1% |
| 3M | -0.3% | -11.6% | +11.2% | -1.7% |
| 6M | -2.5% | +2.1% | -4.6% | -0.9% |
| YTD | +25.0% | -8.9% | +33.9% | +27.7% |
| 1Y | +31.1% | -9.7% | +40.8% | +36.5% |
| All | +31.1% | -11.9% | +43.0% | +36.5% |
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