+114.3%
ADI vs AFRM
-58.9%
+173.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -12.8% | -7.3% | -5.5% | -11.7% |
| 30D | -11.3% | -9.6% | -1.8% | -10.0% |
| 3M | -3.4% | -11.1% | +7.7% | -2.0% |
| 6M | -12.0% | +3.9% | -15.9% | -13.4% |
| YTD | +35.3% | -8.5% | +43.7% | +34.5% |
| 1Y | +58.1% | +3.3% | +54.8% | +53.6% |
| 3Y | +127.4% | +213.7% | -86.4% | +70.3% |
| All | +114.3% | -58.9% | +173.2% | +83.7% |
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