+2.1%
AFRM vs IVZ
+5.0%
-2.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +3.4% |
| 7D | -10.3% | -2.8% | -7.5% | -8.5% |
| 30D | -13.7% | -2.2% | -11.6% | -12.4% |
| 3M | -11.6% | -8.1% | -3.5% | -7.2% |
| 6M | +2.1% | +3.8% | -1.7% | 0.0% |
| All | +2.1% | +5.0% | -2.9% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 6mo: compounded portfolio wealth divided by compounded IVZ 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…
6mo analysis · Full analysis span regression · 6 months rolling