+187.8%
AFRM vs BEN
+85.5%
+102.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -1.7% |
| 7D | -5.5% | +11.3% | -16.8% | -15.9% |
| 30D | -15.5% | +15.0% | -30.5% | -26.9% |
| 3M | -10.3% | +7.8% | -18.1% | -17.4% |
| 6M | +0.6% | +15.5% | -14.9% | -14.3% |
| YTD | -11.5% | +55.4% | -66.9% | -45.5% |
| 1Y | -16.6% | +63.3% | -79.9% | -51.3% |
| All | +187.8% | +85.5% | +102.2% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling