+229.9%
AFRM vs TECH
-6.2%
+236.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | -7.8% | +0.7% | -8.5% | -8.1% |
| 3M | +5.3% | +36.3% | -31.0% | -12.8% |
| 6M | +42.6% | +25.6% | +17.1% | +21.5% |
| YTD | -2.8% | +23.7% | -26.5% | -16.7% |
| 1Y | -19.3% | +37.6% | -56.9% | -36.3% |
| All | +229.9% | -6.2% | +236.1% | +198.7% |
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