-13.3%
AFRM vs SONY
-4.4%
-8.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.7% |
| 7D | -8.4% | +5.2% | -13.6% | -9.8% |
| 30D | -18.3% | +10.7% | -29.0% | -20.9% |
| 3M | -12.7% | +12.1% | -24.8% | -15.9% |
| 6M | +3.0% | +32.6% | -29.5% | -7.9% |
| YTD | -11.4% | +4.3% | -15.7% | -13.9% |
| 1Y | -13.3% | -4.5% | -8.8% | -10.3% |
| All | -13.3% | -4.4% | -8.9% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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