-16.6%
AFRM vs TECH
+23.9%
-40.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -3.0% |
| 7D | -5.5% | +0.2% | -5.7% | -5.6% |
| 30D | -15.5% | +0.5% | -16.0% | -15.6% |
| 3M | -10.3% | +1.0% | -11.3% | -10.6% |
| 6M | +0.6% | +54.1% | -53.4% | -17.7% |
| YTD | -11.5% | +24.4% | -35.9% | -22.4% |
| 1Y | -16.6% | +19.3% | -35.9% | -24.4% |
| All | -16.6% | +23.9% | -40.5% | -24.4% |
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