-24.9%
AFRM vs GEN
+61.4%
-86.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.5% | -1.2% |
| 7D | -7.0% | -1.2% | -5.8% | -6.1% |
| 30D | -7.8% | +10.1% | -17.9% | -13.7% |
| 3M | +5.3% | +16.1% | -10.8% | -5.1% |
| 6M | +42.6% | +38.9% | +3.8% | +11.4% |
| YTD | -2.8% | +14.4% | -17.2% | -13.0% |
| 1Y | -19.3% | +5.9% | -25.2% | -23.7% |
| 3Y | +231.0% | +58.8% | +172.2% | +128.0% |
| 5Y | -22.2% | +24.7% | -46.9% | -41.8% |
| All | -24.9% | +61.4% | -86.3% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling