-17.7%
AFRM vs GEN
+22.3%
-40.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | +1.7% |
| 7D | +3.1% | -0.7% | +3.8% | +3.6% |
| 30D | -4.2% | +2.6% | -6.9% | -6.1% |
| 3M | +10.1% | +15.8% | -5.7% | -1.9% |
| 6M | +39.4% | +33.1% | +6.3% | +8.9% |
| YTD | -3.2% | +11.3% | -14.5% | -12.8% |
| 1Y | -16.1% | +1.7% | -17.7% | -18.5% |
| 3Y | +220.8% | +58.1% | +162.6% | +103.8% |
| 5Y | -17.7% | +20.6% | -38.3% | -27.8% |
| All | -17.7% | +22.3% | -40.0% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling