+0.3%
AFRM vs TPG
+92.2%
-91.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -1.4% |
| 7D | -7.0% | -2.4% | -4.5% | -4.3% |
| 30D | -7.8% | +11.1% | -18.9% | -18.4% |
| 3M | +5.3% | +26.3% | -20.9% | -20.7% |
| 6M | +42.6% | +18.3% | +24.3% | +14.4% |
| YTD | -2.8% | -14.4% | +11.6% | +11.2% |
| 1Y | -19.3% | -6.7% | -12.6% | -19.4% |
| 3Y | +231.0% | +111.5% | +119.5% | +1.5% |
| All | +0.3% | +92.2% | -91.9% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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