+47.7%
ADI vs AFRM
-17.6%
+65.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | +2.4% | +3.1% | -0.6% | +2.0% |
| 30D | -6.6% | -4.2% | -2.4% | -6.2% |
| 3M | -9.8% | +10.1% | -19.9% | -11.3% |
| 6M | +15.7% | +39.4% | -23.7% | +9.0% |
| YTD | +35.1% | -3.2% | +38.3% | +33.8% |
| 1Y | +47.7% | -16.1% | +63.8% | +45.5% |
| All | +47.7% | -17.6% | +65.3% | +45.5% |
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