+3.3%
AFRM vs TECH
+21.1%
-17.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -7.3% | +0.2% | -7.5% | -7.4% |
| 30D | -9.6% | +0.3% | -9.9% | -9.7% |
| 3M | -11.1% | +1.3% | -12.4% | -11.5% |
| 6M | +3.9% | +54.0% | -50.1% | -14.8% |
| YTD | -8.5% | +24.3% | -32.8% | -18.5% |
| 1Y | +3.3% | +25.8% | -22.5% | -9.1% |
| All | +3.3% | +21.1% | -17.9% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling