+194.0%
AFRM vs TECH
+29.9%
+164.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.1% |
| 7D | -8.4% | +0.2% | -8.6% | -8.5% |
| 30D | -18.3% | +0.5% | -18.8% | -18.5% |
| 3M | -12.7% | +1.1% | -13.8% | -13.2% |
| 6M | +3.0% | +51.0% | -48.0% | -19.2% |
| YTD | -11.4% | +24.4% | -35.7% | -23.8% |
| 1Y | -13.3% | +27.4% | -40.8% | -26.7% |
| 3Y | +194.0% | +28.5% | +165.5% | +164.9% |
| All | +194.0% | +29.9% | +164.1% | +164.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling