-26.5%
ACN vs AFRM
-55.6%
+29.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.5% | -1.1% |
| 7D | -5.7% | -5.5% | -0.3% | -5.1% |
| 30D | +17.0% | -15.5% | +32.5% | +19.1% |
| 3M | +39.9% | -10.3% | +50.2% | +41.2% |
| 6M | +50.2% | +0.6% | +49.6% | +48.7% |
| YTD | -4.2% | -11.5% | +7.4% | -4.3% |
| 1Y | +4.3% | -16.6% | +20.9% | +4.6% |
| 3Y | -17.1% | +193.5% | -210.6% | -33.2% |
| 5Y | -26.5% | -55.8% | +29.3% | -38.1% |
| All | -26.5% | -55.6% | +29.1% | -38.1% |
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