+58.7%
ADI vs AFRM
-10.1%
+68.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -12.8% | -7.3% | -5.5% | -11.6% |
| 30D | -11.3% | -9.6% | -1.8% | -9.9% |
| 3M | -3.4% | -11.1% | +7.7% | -1.8% |
| 6M | -12.0% | +3.9% | -15.9% | -13.1% |
| YTD | +35.3% | -8.5% | +43.7% | +36.8% |
| All | +58.7% | -10.1% | +68.8% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling