-56.9%
ACHR vs AFRM
+8.5%
-65.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.3% | -2.6% |
| 7D | -5.1% | +3.1% | -8.2% | -6.5% |
| 30D | -12.7% | +1.1% | -13.8% | -13.1% |
| 3M | -22.4% | -3.2% | -19.2% | -21.5% |
| 6M | -28.6% | +12.7% | -41.3% | -32.0% |
| YTD | -45.2% | +1.6% | -46.8% | -47.8% |
| 1Y | -56.9% | +5.9% | -62.8% | -59.6% |
| All | -56.9% | +8.5% | -65.4% | -59.6% |
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