-9.7%
AFRM vs Q
+28.9%
-38.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.4% | +0.5% | +2.2% |
| 7D | -10.3% | +6.6% | -16.8% | -12.0% |
| 30D | -13.7% | +2.7% | -16.4% | -14.6% |
| 3M | -11.6% | -8.4% | -3.2% | -9.9% |
| 6M | +2.1% | -17.3% | +19.4% | +5.1% |
| YTD | -8.9% | +55.3% | -64.2% | -30.2% |
| 1Y | -9.7% | +31.5% | -41.2% | -26.7% |
| All | -9.7% | +28.9% | -38.6% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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