-16.6%
AFRM vs CDW
+22.8%
-39.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.8% | -2.9% |
| 7D | -5.5% | +9.1% | -14.6% | -8.3% |
| 30D | -15.5% | +13.7% | -29.2% | -19.2% |
| 3M | -10.3% | +27.0% | -37.3% | -17.7% |
| 6M | +0.6% | +75.9% | -75.2% | -20.0% |
| YTD | -11.5% | +28.9% | -40.4% | -19.5% |
| 1Y | -16.6% | +19.6% | -36.2% | -17.7% |
| All | -16.6% | +22.8% | -39.5% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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