-58.3%
AFRM vs GEN
+32.5%
-90.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -0.4% |
| 7D | -7.3% | +2.3% | -9.6% | -8.6% |
| 30D | -9.6% | +33.1% | -42.6% | -26.4% |
| 3M | -11.1% | +6.5% | -17.5% | -17.0% |
| 6M | +3.9% | +53.8% | -49.9% | -29.4% |
| YTD | -8.5% | +11.2% | -19.7% | -19.2% |
| 1Y | +3.3% | +19.4% | -16.1% | -14.1% |
| 3Y | +213.7% | +81.0% | +132.7% | +70.1% |
| All | -58.3% | +32.5% | -90.8% | -71.9% |
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 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