+143.3%
AAPL vs AFRM
-56.8%
+200.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +4.1% | -4.4% | +8.5% | +4.8% |
| 30D | +4.0% | -7.7% | +11.6% | +5.0% |
| 3M | +16.8% | -16.9% | +33.7% | +19.2% |
| 6M | +19.4% | +2.5% | +16.9% | +17.8% |
| YTD | +31.5% | -12.5% | +44.0% | +31.4% |
| 1Y | +31.0% | -11.0% | +42.0% | +30.3% |
| 3Y | +95.3% | +184.6% | -89.3% | +52.8% |
| All | +143.3% | -56.8% | +200.1% | +108.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling