-10.6%
AFRM vs GEN
+17.6%
-28.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -7.5% | -0.3% | -7.2% | -7.4% |
| 30D | -15.7% | +28.2% | -43.9% | -22.6% |
| 3M | -9.6% | +2.6% | -12.2% | -10.3% |
| 6M | +6.3% | +32.7% | -26.4% | -5.2% |
| YTD | -8.6% | +11.3% | -19.9% | -11.0% |
| All | -10.6% | +17.6% | -28.2% | -15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling