-14.8%
ACN vs AFRM
+204.9%
-219.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.7% | -2.2% |
| 7D | -4.0% | -10.3% | +6.2% | -3.0% |
| 30D | +19.0% | -13.7% | +32.7% | +20.6% |
| 3M | +42.2% | -11.6% | +53.8% | +43.5% |
| 6M | +50.1% | +2.1% | +48.1% | +48.7% |
| YTD | -2.7% | -8.9% | +6.1% | -3.5% |
| 1Y | +7.6% | -9.7% | +17.3% | +6.7% |
| All | -14.8% | +204.9% | -219.7% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling