+3.3%
AFRM vs DAR
+54.9%
-51.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.4% |
| 7D | -7.3% | -9.9% | +2.6% | -9.2% |
| 30D | -9.6% | -16.4% | +6.8% | -12.7% |
| 3M | -11.1% | -17.1% | +6.0% | -14.4% |
| 6M | +3.9% | -20.5% | +24.3% | -0.3% |
| YTD | -8.5% | +39.4% | -47.9% | -8.8% |
| 1Y | +3.3% | +57.2% | -54.0% | -3.0% |
| All | +3.3% | +54.9% | -51.6% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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