-5.7%
AFRM vs PLTU
+124.7%
-130.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.9% |
| 7D | -8.4% | -9.2% | +0.9% | -6.8% |
| 30D | -18.3% | -37.3% | +19.0% | -10.1% |
| 3M | -12.7% | -14.7% | +2.0% | -11.7% |
| 6M | +3.0% | +17.3% | -14.2% | -9.4% |
| YTD | -11.4% | -39.4% | +28.0% | -11.1% |
| 1Y | -13.3% | -50.6% | +37.2% | -8.9% |
| All | -5.7% | +124.7% | -130.4% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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