+205.8%
AFRM vs FLNC
-58.7%
+264.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.7% | -7.0% | -1.6% |
| 7D | +3.1% | +6.0% | -2.9% | +1.9% |
| 30D | -4.2% | -16.3% | +12.1% | -1.2% |
| 3M | +10.1% | -54.1% | +64.2% | +25.0% |
| 6M | +39.4% | -25.3% | +64.7% | +36.2% |
| YTD | -3.2% | -44.2% | +41.0% | -2.7% |
| 1Y | -16.1% | +53.1% | -69.2% | -40.0% |
| All | +205.8% | -58.7% | +264.5% | +179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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