-29.4%
AFRM vs HDB
-25.2%
-4.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -2.1% |
| 7D | -7.5% | +13.7% | -21.2% | -16.1% |
| 30D | -15.7% | +15.8% | -31.5% | -24.6% |
| 3M | -9.6% | +9.2% | -18.8% | -15.7% |
| 6M | +6.3% | +3.2% | +3.1% | +2.4% |
| YTD | -8.6% | -29.4% | +20.8% | +16.1% |
| 1Y | -7.6% | -27.9% | +20.3% | +14.9% |
| 3Y | +173.7% | -5.9% | +179.5% | +154.7% |
| 5Y | -56.9% | -23.5% | -33.4% | -52.5% |
| All | -29.4% | -25.2% | -4.2% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling