-16.1%
AFRM vs BEN
+45.8%
-61.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.2% |
| 7D | +3.1% | +4.7% | -1.6% | -0.7% |
| 30D | -4.2% | +2.6% | -6.8% | -6.1% |
| 3M | +10.1% | +11.5% | -1.4% | +0.7% |
| 6M | +39.4% | +35.3% | +4.1% | +6.4% |
| YTD | -3.2% | +48.6% | -51.8% | -28.5% |
| 1Y | -16.1% | +46.7% | -62.8% | -41.4% |
| All | -16.1% | +45.8% | -61.8% | -41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling