+169.4%
AAPL vs AFRM
-25.1%
+194.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | -0.7% | -7.3% | +6.6% | +0.2% |
| 30D | +1.7% | -9.6% | +11.3% | +2.7% |
| 3M | +9.7% | -11.1% | +20.7% | +10.7% |
| 6M | +19.3% | +3.9% | +15.4% | +17.7% |
| YTD | +26.3% | -8.5% | +34.8% | +25.6% |
| 1Y | +27.4% | +3.3% | +24.1% | +24.4% |
| 3Y | +93.6% | +213.7% | -120.1% | +55.3% |
| 5Y | +131.7% | -58.5% | +190.2% | +90.1% |
| All | +169.4% | -25.1% | +194.5% | +113.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling