-32.4%
AFRM vs TECH
-11.0%
-21.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | -7.7% | +0.5% | -8.2% | -8.1% |
| 3M | -16.9% | +1.1% | -18.0% | -17.6% |
| 6M | +2.5% | +62.8% | -60.3% | -36.5% |
| YTD | -12.5% | +24.5% | -37.0% | -33.9% |
| 1Y | -11.0% | +20.6% | -31.7% | -31.0% |
| 3Y | +184.6% | +29.5% | +155.1% | +64.1% |
| 5Y | -56.3% | -40.9% | -15.4% | -25.6% |
| All | -32.4% | -11.0% | -21.4% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling