+213.7%
AFRM vs DAR
+11.9%
+201.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.8% |
| 7D | -7.3% | -9.9% | +2.6% | -3.4% |
| 30D | -9.6% | -16.4% | +6.8% | -3.3% |
| 3M | -11.1% | -17.1% | +6.0% | -5.6% |
| 6M | +3.9% | -20.5% | +24.3% | +11.4% |
| YTD | -8.5% | +39.4% | -47.9% | -28.2% |
| 1Y | +3.3% | +57.2% | -54.0% | -25.0% |
| 3Y | +213.7% | +13.9% | +199.9% | +193.1% |
| All | +213.7% | +11.9% | +201.9% | +193.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling