+184.6%
AFRM vs GEN
+67.9%
+116.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -2.3% |
| 7D | -4.4% | +2.0% | -6.5% | -5.4% |
| 30D | -7.7% | +27.7% | -35.4% | -18.5% |
| 3M | -16.9% | +3.3% | -20.1% | -18.9% |
| 6M | +2.5% | +31.8% | -29.3% | -13.4% |
| YTD | -12.5% | +13.5% | -26.0% | -19.4% |
| 1Y | -11.0% | +16.0% | -27.1% | -19.3% |
| 3Y | +184.6% | +70.6% | +114.0% | +148.9% |
| All | +184.6% | +67.9% | +116.7% | +148.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling