-24.9%
AFRM vs BEN
+70.3%
-95.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -6.9% |
| 7D | -7.0% | +0.2% | -7.2% | -7.4% |
| 30D | -7.8% | -0.5% | -7.3% | -7.4% |
| 3M | +5.3% | +9.7% | -4.4% | -6.6% |
| 6M | +42.6% | +33.9% | +8.7% | -1.9% |
| YTD | -2.8% | +49.0% | -51.8% | -41.6% |
| 1Y | -19.3% | +42.1% | -61.4% | -49.3% |
| 3Y | +231.0% | +51.9% | +179.1% | +93.9% |
| 5Y | -22.2% | +39.0% | -61.3% | -46.8% |
| All | -24.9% | +70.3% | -95.2% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling