-16.6%
AFRM vs SEI
+28.9%
-45.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.9% |
| 7D | -5.5% | +27.6% | -33.1% | -8.0% |
| 30D | -15.5% | -17.1% | +1.7% | -14.1% |
| 3M | -10.3% | +4.6% | -14.9% | -12.3% |
| 6M | +0.6% | -15.1% | +15.7% | -0.3% |
| YTD | -11.5% | +41.2% | -52.7% | -24.3% |
| 1Y | -16.6% | +37.5% | -54.1% | -31.0% |
| All | -16.6% | +28.9% | -45.5% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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