-29.4%
AFRM vs GEN
+56.9%
-86.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -7.5% | -0.3% | -7.2% | -7.3% |
| 30D | -15.7% | +28.2% | -43.9% | -28.5% |
| 3M | -9.6% | +2.6% | -12.2% | -12.8% |
| 6M | +6.3% | +32.7% | -26.4% | -15.1% |
| YTD | -8.6% | +11.3% | -19.9% | -18.3% |
| 1Y | -7.6% | +17.9% | -25.5% | -21.0% |
| 3Y | +173.7% | +66.3% | +107.3% | +78.4% |
| 5Y | -56.9% | +31.7% | -88.6% | -67.9% |
| All | -29.4% | +56.9% | -86.3% | -45.9% |
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