-33.2%
ROL vs AFRM
-11.9%
-21.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.7% | 0.0% |
| 7D | +0.8% | -10.3% | +11.0% | +1.2% |
| 30D | +20.6% | -13.7% | +34.3% | +21.1% |
| 3M | +4.5% | -11.6% | +16.0% | +4.9% |
| 6M | -26.5% | +2.1% | -28.6% | -27.0% |
| YTD | -34.8% | -8.9% | -26.0% | -36.7% |
| 1Y | -33.2% | -9.7% | -23.5% | -34.6% |
| All | -33.2% | -11.9% | -21.2% | -34.6% |
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