+213.7%
AFRM vs A
+64.2%
+149.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -4.0% | -3.4% |
| 7D | -7.3% | -0.1% | -7.2% | -7.2% |
| 30D | -9.6% | +3.4% | -12.9% | -11.6% |
| 3M | -11.1% | +23.8% | -34.9% | -23.4% |
| 6M | +3.9% | +49.0% | -45.1% | -22.6% |
| YTD | -8.5% | +29.4% | -37.9% | -24.2% |
| 1Y | +3.3% | +19.4% | -16.1% | -8.9% |
| 3Y | +213.7% | +66.2% | +147.5% | +159.4% |
| All | +213.7% | +64.2% | +149.5% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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