+52.8%
AFRM vs AHR
+357.7%
-304.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -3.9% | -5.0% |
| 7D | -8.0% | -4.3% | -3.7% | -6.9% |
| 30D | -9.8% | -3.1% | -6.7% | -9.1% |
| 3M | +4.7% | +15.7% | -11.0% | -0.6% |
| 6M | +34.1% | +4.1% | +30.0% | +31.4% |
| YTD | -8.4% | +15.4% | -23.9% | -14.7% |
| 1Y | -22.9% | +28.0% | -50.9% | -32.4% |
| All | +52.8% | +357.7% | -304.9% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 10y: compounded portfolio wealth divided by compounded AHR 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…
10y analysis · Full analysis span regression · 6 months rolling