+229.9%
AFRM vs RVTY
+12.6%
+217.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -7.0% | +1.1% | -8.1% | -7.5% |
| 30D | -7.8% | +13.2% | -21.0% | -15.0% |
| 3M | +5.3% | +27.2% | -21.9% | -10.8% |
| 6M | +42.6% | +32.4% | +10.2% | +16.5% |
| YTD | -2.8% | +34.9% | -37.7% | -21.8% |
| 1Y | -19.3% | +52.4% | -71.7% | -40.7% |
| All | +229.9% | +12.6% | +217.3% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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