+1.3%
AFRM vs PLTD
-75.6%
+76.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +9.5% | -17.4% | -3.4% |
| 7D | -6.9% | +25.1% | -32.0% | +3.8% |
| 30D | -7.0% | +21.0% | -28.0% | +2.8% |
| 3M | -11.2% | -2.9% | -8.3% | -10.8% |
| 6M | +4.3% | -27.8% | +32.1% | -4.5% |
| YTD | -6.4% | -12.6% | +6.2% | -1.3% |
| 1Y | -2.6% | -9.8% | +7.2% | +6.6% |
| All | +1.3% | -75.6% | +76.9% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling