-31.6%
AFRM vs BEN
+79.8%
-111.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.2% | -4.5% |
| 7D | -8.4% | +12.1% | -20.5% | -20.8% |
| 30D | -18.3% | +13.4% | -31.7% | -30.1% |
| 3M | -12.7% | +9.4% | -22.1% | -22.4% |
| 6M | +3.0% | +19.3% | -16.2% | -18.2% |
| YTD | -11.4% | +57.3% | -68.7% | -50.5% |
| 1Y | -13.3% | +69.1% | -82.4% | -55.7% |
| 3Y | +194.0% | +85.6% | +108.4% | +30.3% |
| 5Y | -50.6% | +32.9% | -83.5% | -67.8% |
| All | -31.6% | +79.8% | -111.3% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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