+229.9%
AFRM vs SUI
+12.1%
+217.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -7.0% | -2.8% | -4.1% | -5.3% |
| 30D | -7.8% | -1.2% | -6.6% | -7.1% |
| 3M | +5.3% | -1.7% | +7.1% | +5.5% |
| 6M | +42.6% | -10.5% | +53.1% | +52.1% |
| YTD | -2.8% | -1.8% | -1.0% | -3.2% |
| 1Y | -19.3% | -4.1% | -15.2% | -18.7% |
| All | +229.9% | +12.1% | +217.8% | +158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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