+220.8%
AFRM vs SIRI
-23.5%
+244.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +3.1% | +4.3% | -1.2% | +1.4% |
| 30D | -4.2% | -2.8% | -1.4% | -3.2% |
| 3M | +10.1% | +5.9% | +4.2% | +7.3% |
| 6M | +39.4% | +31.9% | +7.5% | +24.6% |
| YTD | -3.2% | +48.7% | -51.8% | -17.7% |
| 1Y | -16.1% | +23.2% | -39.3% | -23.6% |
| 3Y | +220.8% | -23.9% | +244.7% | +250.2% |
| All | +220.8% | -23.5% | +244.3% | +250.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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