+4.3%
AFRM vs PLTD
-25.7%
+30.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +9.5% | -17.4% | -5.2% |
| 7D | -6.9% | +25.1% | -32.0% | -0.8% |
| 30D | -7.0% | +21.0% | -28.0% | -1.1% |
| 3M | -11.2% | -2.9% | -8.3% | -10.1% |
| 6M | +4.3% | -27.8% | +32.1% | +3.5% |
| All | +4.3% | -25.7% | +30.0% | +3.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling