+184.6%
AFRM vs FLNC
-72.5%
+257.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.9% |
| 7D | -4.4% | -11.2% | +6.8% | -2.4% |
| 30D | -7.7% | -24.6% | +17.0% | -3.3% |
| 3M | -16.9% | -64.6% | +47.7% | -1.4% |
| 6M | +2.5% | -78.8% | +81.3% | +28.7% |
| YTD | -12.5% | -76.3% | +63.8% | +1.4% |
| 1Y | -11.0% | -71.2% | +60.2% | -2.8% |
| 3Y | +184.6% | -71.9% | +256.5% | +151.8% |
| All | +184.6% | -72.5% | +257.0% | +151.8% |
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