-56.0%
AFRM vs GRMN
+119.5%
-175.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | +0.1% |
| 7D | -4.4% | -0.9% | -3.5% | -3.5% |
| 30D | -7.7% | +1.2% | -8.8% | -9.4% |
| 3M | -16.9% | -8.9% | -8.0% | -8.8% |
| 6M | +2.5% | +23.0% | -20.5% | -24.4% |
| YTD | -12.5% | +41.2% | -53.7% | -47.5% |
| 1Y | -11.0% | +47.5% | -58.5% | -49.6% |
| 3Y | +184.6% | +155.8% | +28.8% | -55.0% |
| All | -56.0% | +119.5% | -175.5% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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