-25.2%
AFRM vs HRB
+241.4%
-266.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.1% | +1.6% |
| 7D | +3.1% | -9.1% | +12.1% | +6.0% |
| 30D | -4.2% | +0.3% | -4.5% | -5.0% |
| 3M | +10.1% | +23.4% | -13.3% | +1.2% |
| 6M | +39.4% | +45.1% | -5.7% | +19.0% |
| YTD | -3.2% | +8.9% | -12.0% | -8.1% |
| 1Y | -16.1% | -7.9% | -8.2% | -16.0% |
| 3Y | +220.8% | +27.9% | +192.9% | +166.1% |
| 5Y | -17.7% | +108.3% | -126.0% | -33.3% |
| All | -25.2% | +241.4% | -266.6% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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