-52.8%
ADBE vs AFRM
+232.3%
-285.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.6% | -4.1% | -6.5% |
| 7D | -8.6% | -7.0% | -1.6% | -7.9% |
| 30D | +2.8% | -7.8% | +10.6% | +3.6% |
| 3M | +3.1% | +5.3% | -2.2% | +2.3% |
| 6M | -2.4% | +42.6% | -45.1% | -6.4% |
| YTD | -23.9% | -2.8% | -21.1% | -24.5% |
| 1Y | -22.6% | -19.3% | -3.3% | -22.3% |
| All | -52.8% | +232.3% | -285.2% | -59.8% |
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