+141.2%
ADI vs AFRM
-23.1%
+164.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.0% |
| 7D | +0.4% | -7.0% | +7.4% | +1.5% |
| 30D | -3.8% | -7.8% | +4.0% | -2.8% |
| 3M | -15.3% | +5.3% | -20.6% | -16.3% |
| 6M | +6.7% | +42.6% | -36.0% | -0.1% |
| YTD | +34.8% | -2.8% | +37.6% | +33.1% |
| 1Y | +49.0% | -19.3% | +68.3% | +50.3% |
| 3Y | +108.1% | +231.0% | -122.9% | +56.2% |
| All | +141.2% | -23.1% | +164.3% | +88.0% |
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 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