+49.6%
ADP vs AFRM
+210.7%
-161.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.8% | +9.0% | +1.7% |
| 7D | +7.4% | -6.9% | +14.3% | +7.8% |
| 30D | +17.1% | -7.0% | +24.0% | +17.4% |
| 3M | +14.4% | -11.2% | +25.7% | +15.0% |
| 6M | +47.9% | +4.3% | +43.6% | +46.8% |
| YTD | +22.1% | -6.4% | +28.5% | +21.2% |
| 1Y | +21.8% | -2.6% | +24.4% | +20.5% |
| All | +49.6% | +210.7% | -161.1% | +39.2% |
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