-11.8%
ACN vs AFRM
+203.8%
-215.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.5% | -1.5% |
| 7D | +0.9% | -7.3% | +8.2% | +1.6% |
| 30D | +33.5% | -9.6% | +43.1% | +34.6% |
| 3M | +53.5% | -11.1% | +64.5% | +54.7% |
| 6M | +52.2% | +3.9% | +48.4% | +50.5% |
| YTD | -0.1% | -8.5% | +8.4% | -0.9% |
| 1Y | +11.0% | +3.3% | +7.8% | +8.9% |
| 3Y | -11.8% | +213.7% | -225.5% | -15.3% |
| All | -11.8% | +203.8% | -215.6% | -15.3% |
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