-29.4%
AFRM vs BEN
+77.7%
-107.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.5% | -7.7% |
| 7D | -7.5% | +12.2% | -19.7% | -20.1% |
| 30D | -15.7% | +12.1% | -27.8% | -26.9% |
| 3M | -9.6% | +7.3% | -16.9% | -17.7% |
| 6M | +6.3% | +17.9% | -11.6% | -14.4% |
| YTD | -8.6% | +55.4% | -64.0% | -48.2% |
| 1Y | -7.6% | +69.3% | -76.9% | -52.8% |
| 3Y | +173.7% | +82.8% | +90.8% | +23.7% |
| 5Y | -56.9% | +28.8% | -85.7% | -71.4% |
| All | -29.4% | +77.7% | -107.1% | -57.8% |
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