-64.1%
ADBE vs AFRM
-58.9%
-5.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.2% | -0.7% | -2.5% |
| 7D | -4.4% | -7.3% | +2.9% | -3.2% |
| 30D | +2.8% | -9.6% | +12.4% | +4.2% |
| 3M | -8.0% | -11.1% | +3.0% | -6.7% |
| 6M | -4.3% | +3.9% | -8.2% | -6.0% |
| YTD | -31.6% | -8.5% | -23.1% | -32.0% |
| 1Y | -26.9% | +3.3% | -30.2% | -29.1% |
| 3Y | -57.7% | +213.7% | -271.4% | -69.9% |
| All | -64.1% | -58.9% | -5.2% | -66.7% |
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