+112.1%
ADP vs AFRM
-27.6%
+139.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.5% | +0.7% |
| 7D | +0.3% | -5.5% | +5.7% | +0.6% |
| 30D | +11.6% | -15.5% | +27.1% | +12.8% |
| 3M | +15.1% | -10.3% | +25.4% | +15.6% |
| 6M | +46.0% | +0.6% | +45.4% | +45.2% |
| YTD | +22.4% | -11.5% | +33.9% | +22.3% |
| 1Y | +24.5% | -16.6% | +41.1% | +24.7% |
| 3Y | +44.8% | +193.5% | -148.7% | +27.8% |
| 5Y | +49.1% | -55.8% | +104.9% | +28.1% |
| All | +112.1% | -27.6% | +139.7% | +81.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling