-19.9%
AFRM vs EQH
+2.6%
-22.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.9% |
| 7D | -8.5% | -1.8% | -6.7% | -7.5% |
| 30D | -11.4% | +2.4% | -13.8% | -12.7% |
| 3M | +8.2% | +26.3% | -18.1% | -8.0% |
| 6M | +36.6% | +35.8% | +0.8% | +8.2% |
| YTD | -8.7% | +12.7% | -21.3% | -17.5% |
| 1Y | -19.9% | +2.5% | -22.3% | -28.2% |
| All | -19.9% | +2.6% | -22.5% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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