+3.3%
AFRM vs EAT
+98.1%
-94.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.6% | -1.6% |
| 7D | -7.3% | -2.6% | -4.7% | -6.7% |
| 30D | -9.6% | +11.5% | -21.0% | -11.4% |
| 3M | -11.1% | -9.1% | -2.0% | -10.0% |
| 6M | +3.9% | +40.4% | -36.6% | -7.5% |
| YTD | -8.5% | +43.9% | -52.4% | -19.7% |
| 1Y | +3.3% | +101.9% | -98.7% | -16.6% |
| All | +3.3% | +98.1% | -94.9% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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