-30.5%
ACHR vs AFRM
-56.8%
+26.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.8% | -6.5% |
| 7D | -9.2% | -4.4% | -4.8% | -7.4% |
| 30D | -1.0% | -7.7% | +6.7% | +2.3% |
| 3M | -42.2% | -16.9% | -25.3% | -37.9% |
| 6M | -38.2% | +2.5% | -40.7% | -38.8% |
| YTD | -46.4% | -12.5% | -33.9% | -44.6% |
| 1Y | -49.4% | -11.0% | -38.3% | -48.1% |
| 3Y | -22.5% | +184.6% | -207.1% | -54.2% |
| All | -30.5% | -56.8% | +26.3% | -48.0% |
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