+348.2%
AEM vs AFRM
+221.8%
+126.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +4.3% | +3.1% | +1.3% | +4.1% |
| 30D | +13.1% | -4.2% | +17.3% | +13.4% |
| 3M | +24.8% | +10.1% | +14.7% | +24.0% |
| 6M | -8.2% | +39.4% | -47.7% | -9.9% |
| YTD | +19.8% | -3.2% | +23.0% | +19.3% |
| 1Y | +32.1% | -16.1% | +48.1% | +31.9% |
| 3Y | +348.2% | +220.8% | +127.4% | +289.2% |
| All | +348.2% | +221.8% | +126.4% | +289.2% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling