-2.6%
AFRM vs HTZ
-72.5%
+69.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -20.8% | +13.0% | -6.1% |
| 7D | -6.9% | -7.7% | +0.8% | -6.2% |
| 30D | -7.0% | -13.1% | +6.1% | -5.9% |
| 3M | -11.2% | +14.7% | -26.0% | -13.4% |
| 6M | +4.3% | -70.6% | +74.9% | +17.1% |
| YTD | -6.4% | -65.2% | +58.8% | -4.0% |
| 1Y | -2.6% | -73.2% | +70.6% | +21.9% |
| All | -2.6% | -72.5% | +69.9% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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