+229.9%
AFRM vs RBA
+36.9%
+193.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.9% |
| 7D | -7.0% | -2.9% | -4.0% | -4.5% |
| 30D | -7.8% | -12.3% | +4.5% | +2.8% |
| 3M | +5.3% | -20.5% | +25.8% | +24.5% |
| 6M | +42.6% | -18.5% | +61.2% | +64.4% |
| YTD | -2.8% | -18.2% | +15.4% | +11.7% |
| 1Y | -19.3% | -27.5% | +8.2% | +4.0% |
| All | +229.9% | +36.9% | +193.0% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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