-16.6%
AFRM vs IBN
+13.1%
-29.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.3% |
| 7D | -5.5% | +5.7% | -11.2% | -9.0% |
| 30D | -15.5% | +20.5% | -36.0% | -26.4% |
| 3M | -10.3% | +15.2% | -25.5% | -19.4% |
| 6M | +0.6% | +34.5% | -33.9% | -18.3% |
| YTD | -11.5% | +16.4% | -27.9% | -23.7% |
| 1Y | -16.6% | +13.5% | -30.2% | -30.3% |
| All | -16.6% | +13.1% | -29.7% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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