-57.9%
AFRM vs FLNC
-69.8%
+11.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -8.3% | +2.9% | -2.7% |
| 7D | -8.0% | -4.2% | -3.9% | -6.9% |
| 30D | -9.8% | -20.0% | +10.2% | -3.1% |
| 3M | +4.7% | -56.9% | +61.5% | +34.5% |
| 6M | +34.1% | -35.5% | +69.7% | +32.1% |
| YTD | -8.4% | -48.8% | +40.4% | -8.0% |
| 1Y | -22.9% | +49.3% | -72.2% | -58.2% |
| 3Y | +203.3% | -61.8% | +265.1% | +124.6% |
| All | -57.9% | -69.8% | +11.9% | -74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling