-31.6%
AFRM vs GEN
+58.0%
-89.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.5% |
| 7D | -8.4% | +1.0% | -9.4% | -8.9% |
| 30D | -18.3% | +29.1% | -47.4% | -31.0% |
| 3M | -12.7% | +2.9% | -15.6% | -16.0% |
| 6M | +3.0% | +33.6% | -30.6% | -18.1% |
| YTD | -11.4% | +12.0% | -23.4% | -21.1% |
| 1Y | -13.3% | +16.2% | -29.5% | -25.0% |
| 3Y | +194.0% | +65.1% | +129.0% | +93.3% |
| 5Y | -50.6% | +33.3% | -83.9% | -63.5% |
| All | -31.6% | +58.0% | -89.6% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling