+39.2%
AEM vs AFRM
-15.0%
+54.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.5% | -0.8% |
| 7D | -0.5% | -7.0% | +6.4% | +0.4% |
| 30D | +24.0% | -7.8% | +31.8% | +25.2% |
| 3M | +16.1% | +5.3% | +10.8% | +15.2% |
| 6M | -11.6% | +42.6% | -54.3% | -14.5% |
| YTD | +21.5% | -2.8% | +24.3% | +19.2% |
| 1Y | +39.2% | -19.3% | +58.5% | +33.9% |
| All | +39.2% | -15.0% | +54.2% | +33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling