-20.9%
AFRM vs SUI
-32.0%
+11.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.3% |
| 7D | -7.0% | -2.8% | -4.1% | -4.0% |
| 30D | -7.8% | -1.2% | -6.6% | -6.6% |
| 3M | +5.3% | -1.7% | +7.1% | +5.5% |
| 6M | +42.6% | -10.5% | +53.1% | +57.9% |
| YTD | -2.8% | -1.8% | -1.0% | -4.0% |
| 1Y | -19.3% | -4.1% | -15.2% | -19.2% |
| 3Y | +231.0% | +11.3% | +219.7% | +149.4% |
| All | -20.9% | -32.0% | +11.0% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling