-17.7%
AFRM vs RVMD
+570.7%
-588.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.2% |
| 7D | +3.1% | -1.2% | +4.3% | +3.6% |
| 30D | -4.2% | +1.1% | -5.3% | -5.1% |
| 3M | +10.1% | +39.6% | -29.5% | -6.6% |
| 6M | +39.4% | +110.7% | -71.3% | -7.2% |
| YTD | -3.2% | +160.3% | -163.4% | -44.7% |
| 1Y | -16.1% | +404.9% | -421.0% | -67.6% |
| 3Y | +220.8% | +545.5% | -324.7% | -7.2% |
| 5Y | -17.7% | +584.7% | -602.3% | -82.0% |
| All | -17.7% | +570.7% | -588.4% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVMD 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling