-13.3%
AFRM vs ALLY
-1.7%
-11.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.8% | -0.9% |
| 7D | -8.4% | -0.7% | -7.7% | -7.6% |
| 30D | -18.3% | +1.1% | -19.4% | -19.0% |
| 3M | -12.7% | -13.2% | +0.5% | -0.4% |
| 6M | +3.0% | -13.5% | +16.5% | +17.7% |
| YTD | -11.4% | -14.3% | +2.9% | +4.7% |
| 1Y | -13.3% | -1.1% | -12.2% | -15.0% |
| All | -13.3% | -1.7% | -11.6% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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