-19.9%
AFRM vs AHR
+28.2%
-48.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.1% |
| 7D | -8.5% | -3.0% | -5.4% | -9.2% |
| 30D | -11.4% | +2.6% | -14.0% | -10.8% |
| 3M | +8.2% | +16.0% | -7.8% | +12.3% |
| 6M | +36.6% | +3.1% | +33.5% | +39.0% |
| YTD | -8.7% | +16.0% | -24.7% | -3.9% |
| 1Y | -19.9% | +28.0% | -47.9% | -14.7% |
| All | -19.9% | +28.2% | -48.1% | -14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling