+31.8%
AFRM vs INFQ
-9.1%
+40.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.0% | +0.1% |
| 7D | -8.5% | +2.4% | -10.9% | -8.8% |
| 30D | -11.4% | +9.6% | -21.0% | -13.1% |
| 3M | +8.2% | -4.6% | +12.8% | +6.2% |
| 6M | +36.6% | +6.7% | +29.9% | +25.9% |
| All | +31.8% | -9.1% | +40.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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