+16.0%
AA vs AFRM
+8.5%
+7.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.0% | -2.3% | +1.9% |
| 7D | +0.9% | +3.1% | -2.2% | +0.4% |
| 30D | -6.4% | +1.1% | -7.6% | -6.7% |
| 3M | -13.0% | -3.2% | -9.7% | -12.8% |
| 6M | -34.6% | +12.7% | -47.3% | -36.4% |
| YTD | -23.0% | +1.6% | -24.6% | -20.8% |
| 1Y | +16.0% | +5.9% | +10.1% | +17.4% |
| All | +16.0% | +8.5% | +7.4% | +17.4% |
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