+5.2%
AFRM vs PLTD
-77.8%
+83.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.3% | -0.5% |
| 7D | -7.0% | +5.9% | -12.9% | -4.2% |
| 30D | -7.8% | -11.6% | +3.8% | -12.3% |
| 3M | +5.3% | -29.9% | +35.3% | -6.6% |
| 6M | +42.6% | -28.5% | +71.2% | +31.6% |
| YTD | -2.8% | -20.4% | +17.6% | -3.0% |
| 1Y | -19.3% | -33.3% | +14.0% | -24.4% |
| All | +5.2% | -77.8% | +83.0% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling