-29.6%
AFRM vs GEN
+61.3%
-90.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +1.6% |
| 7D | -10.3% | -0.8% | -9.4% | -9.8% |
| 30D | -13.7% | +31.2% | -44.9% | -27.9% |
| 3M | -11.6% | +6.1% | -17.6% | -16.5% |
| 6M | +2.1% | +38.1% | -36.0% | -20.5% |
| YTD | -8.9% | +14.4% | -23.2% | -19.9% |
| 1Y | -9.7% | +15.1% | -24.8% | -21.1% |
| 3Y | +202.5% | +68.5% | +133.9% | +96.3% |
| 5Y | -55.3% | +35.8% | -91.1% | -67.3% |
| All | -29.6% | +61.3% | -90.9% | -47.0% |
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