-11.0%
AFRM vs LNT
+11.3%
-22.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.0% |
| 7D | -4.4% | +1.0% | -5.5% | -4.3% |
| 30D | -7.7% | +9.6% | -17.3% | -5.8% |
| 3M | -16.9% | +5.4% | -22.3% | -16.4% |
| 6M | +2.5% | +3.1% | -0.6% | +3.7% |
| YTD | -12.5% | +16.5% | -29.0% | -6.6% |
| 1Y | -11.0% | +12.3% | -23.3% | -3.3% |
| All | -11.0% | +11.3% | -22.3% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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