-31.6%
AFRM vs HDB
-24.7%
-6.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.7% | -3.5% |
| 7D | -8.4% | +12.7% | -21.1% | -16.3% |
| 30D | -18.3% | +16.6% | -34.9% | -27.3% |
| 3M | -12.7% | +10.8% | -23.5% | -19.5% |
| 6M | +3.0% | +3.8% | -0.8% | -1.3% |
| YTD | -11.4% | -28.9% | +17.5% | +12.0% |
| 1Y | -13.3% | -28.0% | +14.6% | +7.9% |
| 3Y | +194.0% | -7.2% | +201.2% | +178.6% |
| 5Y | -50.6% | -22.2% | -28.4% | -46.2% |
| All | -31.6% | -24.7% | -6.9% | -24.0% |
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