+53.2%
ADP vs AFRM
-23.1%
+76.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.9% |
| 7D | -3.4% | -7.0% | +3.5% | -2.9% |
| 30D | +2.8% | -7.8% | +10.6% | +3.4% |
| 3M | +20.9% | +5.3% | +15.6% | +20.1% |
| 6M | +29.9% | +42.6% | -12.8% | +25.4% |
| YTD | +9.6% | -2.8% | +12.4% | +8.9% |
| 1Y | -5.3% | -19.3% | +14.0% | -4.9% |
| 3Y | +16.5% | +231.0% | -214.5% | -1.0% |
| All | +53.2% | -23.1% | +76.3% | +29.5% |
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