-24.9%
AFRM vs HSY
+33.5%
-58.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.7% |
| 7D | -7.0% | -3.3% | -3.7% | -7.1% |
| 30D | -7.8% | -2.8% | -5.0% | -7.9% |
| 3M | +5.3% | -4.5% | +9.8% | +5.1% |
| 6M | +42.6% | -24.2% | +66.9% | +40.9% |
| YTD | -2.8% | -2.7% | -0.1% | -3.2% |
| 1Y | -19.3% | -3.7% | -15.6% | -19.8% |
| 3Y | +231.0% | -11.5% | +242.4% | +224.8% |
| 5Y | -22.2% | +10.3% | -32.6% | -9.0% |
| All | -24.9% | +33.5% | -58.4% | -0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling