+213.7%
AFRM vs GEN
+79.4%
+134.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.0% |
| 7D | -7.3% | +2.3% | -9.6% | -8.2% |
| 30D | -9.6% | +33.1% | -42.6% | -21.3% |
| 3M | -11.1% | +6.5% | -17.5% | -14.6% |
| 6M | +3.9% | +53.8% | -49.9% | -20.2% |
| YTD | -8.5% | +11.2% | -19.7% | -14.7% |
| 1Y | +3.3% | +19.4% | -16.1% | -7.8% |
| 3Y | +213.7% | +81.0% | +132.7% | +236.3% |
| All | +213.7% | +79.4% | +134.3% | +236.3% |
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