+213.7%
AFRM vs HSY
+3.5%
+210.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | -7.3% | +7.5% | -14.8% | -7.3% |
| 30D | -9.6% | +11.1% | -20.6% | -9.5% |
| 3M | -11.1% | -1.9% | -9.1% | -11.2% |
| 6M | +3.9% | -3.0% | +6.8% | +3.5% |
| YTD | -8.5% | 0.0% | -8.5% | -9.2% |
| 1Y | +3.3% | +9.4% | -6.2% | +2.0% |
| 3Y | +213.7% | +3.8% | +210.0% | +203.8% |
| All | +213.7% | +3.5% | +210.2% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 3y: compounded portfolio wealth divided by compounded HSY 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…
3y analysis · Full analysis span regression · 6 months rolling