+144.4%
ADI vs AFRM
+192.6%
-48.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.6% |
| 7D | +9.5% | -4.4% | +13.9% | +10.3% |
| 30D | -1.4% | -7.7% | +6.3% | -0.1% |
| 3M | +4.7% | -16.9% | +21.6% | +7.5% |
| 6M | -7.4% | +2.5% | -9.9% | -8.6% |
| YTD | +48.1% | -12.5% | +60.6% | +48.4% |
| 1Y | +69.6% | -11.0% | +80.7% | +69.2% |
| 3Y | +144.4% | +184.6% | -40.2% | +102.6% |
| All | +144.4% | +192.6% | -48.3% | +102.6% |
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