-2.6%
AFRM vs LII
-27.8%
+25.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.8% | -5.0% | -6.8% |
| 7D | -6.9% | +0.2% | -7.1% | -6.9% |
| 30D | -7.0% | -4.6% | -2.4% | -5.7% |
| 3M | -11.2% | -21.7% | +10.4% | -3.4% |
| 6M | +4.3% | -32.8% | +37.1% | +18.0% |
| YTD | -6.4% | -27.5% | +21.1% | -2.3% |
| 1Y | -2.6% | -28.0% | +25.4% | +1.6% |
| All | -2.6% | -27.8% | +25.2% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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