-2.6%
AFRM vs LUMN
-62.6%
+60.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -11.0% | +3.1% | -6.1% |
| 7D | -6.9% | -16.9% | +10.0% | -4.2% |
| 30D | -7.0% | -32.7% | +25.7% | -1.8% |
| 3M | -11.2% | -34.5% | +23.3% | -6.0% |
| 6M | +4.3% | -56.9% | +61.1% | +16.2% |
| YTD | -6.4% | -48.8% | +42.4% | +3.1% |
| 1Y | -2.6% | -63.4% | +60.8% | +8.3% |
| All | -2.6% | -62.6% | +60.0% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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