-29.3%
AFRM vs TECH
-11.1%
-18.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | -7.3% | +0.2% | -7.5% | -7.4% |
| 30D | -9.6% | +0.3% | -9.9% | -9.8% |
| 3M | -11.1% | +1.3% | -12.4% | -12.0% |
| 6M | +3.9% | +54.0% | -50.1% | -32.6% |
| YTD | -8.5% | +24.3% | -32.8% | -30.8% |
| 1Y | +3.3% | +25.8% | -22.5% | -23.4% |
| 3Y | +213.7% | +26.0% | +187.8% | +86.1% |
| 5Y | -58.5% | -40.1% | -18.4% | -30.2% |
| All | -29.3% | -11.1% | -18.2% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling