-16.1%
AFRM vs HRB
-5.9%
-10.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.1% | 0.0% |
| 7D | +3.1% | -9.1% | +12.1% | +3.7% |
| 30D | -4.2% | +0.3% | -4.5% | -4.0% |
| 3M | +10.1% | +23.4% | -13.3% | +7.9% |
| 6M | +39.4% | +45.1% | -5.7% | +32.4% |
| YTD | -3.2% | +8.9% | -12.0% | -19.4% |
| 1Y | -16.1% | -7.9% | -8.2% | -41.7% |
| All | -16.1% | -5.9% | -10.2% | -41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling