-42.9%
ACHR vs AFRM
-23.1%
-19.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | +0.1% |
| 7D | -0.7% | -7.0% | +6.3% | +1.9% |
| 30D | +9.8% | -7.8% | +17.6% | +13.3% |
| 3M | -10.5% | +5.3% | -15.8% | -11.8% |
| 6M | -15.5% | +42.6% | -58.2% | -26.3% |
| YTD | -24.1% | -2.8% | -21.3% | -24.5% |
| 1Y | -32.4% | -19.3% | -13.1% | -29.0% |
| 3Y | -11.6% | +231.0% | -242.6% | -48.7% |
| All | -42.9% | -23.1% | -19.8% | -66.2% |
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